Jupiter Asset Management’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-4,883
| Closed | -$1.24M | – | 576 |
|
|
2021
Q3 | $1.24M | Buy |
+4,883
| New | +$1.24M | 0.01% | 392 |
|
|
2019
Q4 | – | Sell |
-64,336
| Closed | -$9.05M | – | 216 |
|
|
2019
Q3 | $9.05M | Buy |
+64,336
| New | +$9.05M | 0.3% | 98 |
|
|
2017
Q4 | – | Sell |
-30,000
| Closed | -$3.18M | – | 222 |
|
|
2017
Q3 | $3.18M | Sell |
30,000
-15,000
| -33% | -$1.59M | 0.11% | 177 |
|
|
2017
Q2 | $6.18M | Sell |
45,000
-5,500
| -11% | -$756K | 0.21% | 109 |
|
|
2017
Q1 | $6.91M | Sell |
50,500
-20,600
| -29% | -$2.82M | 0.25% | 99 |
|
|
2016
Q4 | $8.41M | Sell |
71,100
-24,200
| -25% | -$2.86M | 0.31% | 84 |
|
|
2016
Q3 | $12.8M | Buy |
95,300
+3,850
| +4% | +$518K | 0.48% | 58 |
|
|
2016
Q2 | $11.7M | Buy |
91,450
+4,000
| +5% | +$514K | 0.45% | 61 |
|
|
2016
Q1 | $10M | Buy |
87,450
+32,950
| +60% | +$3.77M | 0.38% | 70 |
|
|
2015
Q4 | $6.07M | Hold |
54,500
| – | – | 0.22% | 108 |
|
|
2015
Q3 | $5.3M | Buy |
54,500
+29,200
| +115% | +$2.84M | 0.21% | 117 |
|
|
2015
Q2 | $2.46M | Buy |
+25,300
| New | +$2.46M | 0.09% | 188 |
|
|
2015
Q1 | – | Sell |
-18,000
| Closed | -$1.46M | – | 223 |
|
|
2014
Q4 | $1.46M | Buy |
+18,000
| New | +$1.46M | 0.05% | 212 |
|