LIP
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Liontrust Investment Partners’s Equifax EFX Stock Holding History

Liontrust Investment Partners’s Portfolio EFX Stock Details EFX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-28,337
Closed -$7.01M – 200
2023
Q4 		$7.01M Sell
28,337
-44,092
-61% -$8.94M 0.1% 108
2023
Q3 		$13.3M Sell
72,429
-9,090
-11% -$1.86M 0.21% 72
2023
Q2 		$19.2M Sell
81,519
-13,309
-14% -$2.8M 0.28% 58
2023
Q1 		$19.2M Buy
94,828
+64,446
+212% +$13.4M 0.28% 63
2022
Q4 		$5.91M Sell
30,382
-151,657
-83% -$27.7M 0.1% 88
2022
Q3 		$31.2M Sell
182,039
-69,679
-28% -$13.6M 0.5% 38
2022
Q2 		$46M Buy
251,718
+221,336
+729% +$44.3M 0.65% 36
2022
Q1 		$7.2M Hold
30,382
– – 0.09% 101
2021
Q4 		$8.9M Hold
30,382
– – 0.11% 101
2021
Q3 		$7.7M Buy
+30,382
New +$7.9M 0.11% 106
2020
Q4 		$6.07M Buy
+31,482
New +$5.29M 0.12% 99

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