Liontrust Investment Partners’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-28,337
| Closed | -$7.01M | – | 200 |
|
|
2023
Q4 | $7.01M | Sell |
28,337
-44,092
| -61% | -$10.9M | 0.1% | 108 |
|
|
2023
Q3 | $13.3M | Sell |
72,429
-9,090
| -11% | -$1.67M | 0.21% | 72 |
|
|
2023
Q2 | $19.2M | Sell |
81,519
-13,309
| -14% | -$3.13M | 0.28% | 58 |
|
|
2023
Q1 | $19.2M | Buy |
94,828
+64,446
| +212% | +$13.1M | 0.28% | 63 |
|
|
2022
Q4 | $5.91M | Sell |
30,382
-151,657
| -83% | -$29.5M | 0.1% | 88 |
|
|
2022
Q3 | $31.2M | Sell |
182,039
-69,679
| -28% | -$11.9M | 0.5% | 38 |
|
|
2022
Q2 | $46M | Buy |
251,718
+221,336
| +729% | +$40.5M | 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 | +$7.7M | 0.11% | 106 |
|
|
2020
Q4 | $6.07M | Buy |
+31,482
| New | +$6.07M | 0.12% | 99 |
|