Martingale Asset Management’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-29,579
| Closed | -$3.38M | – | 841 |
|
|
2016
Q1 | $3.38M | Sell |
29,579
-23,107
| -44% | -$2.64M | 0.07% | 261 |
|
|
2015
Q4 | $5.87M | Hold |
52,686
| – | – | 0.13% | 207 |
|
|
2015
Q3 | $5.12M | Sell |
52,686
-698
| -1% | -$67.8K | 0.13% | 213 |
|
|
2015
Q2 | $5.18M | Buy |
53,384
+42,907
| +410% | +$4.17M | 0.12% | 222 |
|
|
2015
Q1 | $975K | Sell |
10,477
-2,598
| -20% | -$242K | 0.02% | 532 |
|
|
2014
Q4 | $1.06M | Hold |
13,075
| – | – | 0.03% | 506 |
|
|
2014
Q3 | $978K | Sell |
13,075
-400
| -3% | -$29.9K | 0.03% | 497 |
|
|
2014
Q2 | $978K | Sell |
13,475
-803
| -6% | -$58.3K | 0.03% | 523 |
|
|
2014
Q1 | $972K | Hold |
14,278
| – | – | 0.03% | 503 |
|
|
2013
Q4 | $987K | Sell |
14,278
-7,402
| -34% | -$512K | 0.03% | 552 |
|
|
2013
Q3 | $1.3M | Sell |
21,680
-2,532
| -10% | -$152K | 0.05% | 413 |
|
|
2013
Q2 | $1.43M | Buy |
+24,212
| New | +$1.43M | 0.05% | 365 |
|