Manning & Napier Advisors’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-25,309
| Closed | -$6.45M | – | 290 |
|
|
2024
Q4 | $6.45M | Sell |
25,309
-1,223
| -5% | -$312K | 0.07% | 146 |
|
|
2024
Q3 | $7.8M | Buy |
26,532
+9,889
| +59% | +$2.91M | 0.09% | 153 |
|
|
2024
Q2 | $4.04M | Buy |
+16,643
| New | +$4.04M | 0.05% | 204 |
|
|
2017
Q3 | $29.9M | Buy |
+281,905
| New | +$29.9M | 0.26% | 71 |
|
|
2017
Q2 | – | Sell |
-22,160
| Closed | -$3.03M | – | 324 |
|
|
2017
Q1 | $3.03M | Sell |
22,160
-16,900
| -43% | -$2.31M | 0.02% | 253 |
|
|
2016
Q4 | $4.62M | Buy |
+39,060
| New | +$4.62M | 0.03% | 203 |
|
|
2015
Q1 | – | Sell |
-7,850
| Closed | -$634K | – | 374 |
|
|
2014
Q4 | $634K | Sell |
7,850
-1,361,330
| -99% | -$110M | ﹤0.01% | 362 |
|
|
2014
Q3 | $102M | Sell |
1,369,180
-1,516,480
| -53% | -$113M | 0.43% | 68 |
|
|
2014
Q2 | $209M | Buy |
2,885,660
+111,620
| +4% | +$8.1M | 0.81% | 53 |
|
|
2014
Q1 | $189M | Buy |
+2,774,040
| New | +$189M | 0.78% | 50 |
|