SFP
EFX icon

Santa Fe Partners’s Equifax EFX Stock Holding History

Santa Fe 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
2016
Q1 		– Sell
-18,048
Closed -$2.01M – 101
2015
Q4 		$2.01M Sell
18,048
-20,494
-53% -$2.21M 0.33% 116
2015
Q3 		$3.74M Buy
38,542
+16,745
+77% +$1.66M 0.5% 27
2015
Q2 		$2.12M Sell
21,797
-8,364
-28% -$816K 0.29% 125
2015
Q1 		$2.8M Buy
+30,161
New +$2.68M 0.34% 97
2014
Q4 		– Sell
-11,542
Closed -$863K – 517
2014
Q3 		$863K Buy
11,542
+3,754
+48% +$286K 0.13% 281
2014
Q2 		$565K Buy
+7,788
New +$547K 0.08% 353
2013
Q4 		– Sell
-17,515
Closed -$1.05M – 496
2013
Q3 		$1.05M Buy
17,515
+11,089
+173% +$682K 0.2% 209
2013
Q2 		$379K Buy
+6,426
New +$388K 0.08% 382

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BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
ACM
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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return