Santa Fe Partners’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-18,048
| Closed | -$2.01M | – | 101 |
|
|
2015
Q4 | $2.01M | Sell |
18,048
-20,494
| -53% | -$2.28M | 0.33% | 116 |
|
|
2015
Q3 | $3.74M | Buy |
38,542
+16,745
| +77% | +$1.63M | 0.5% | 27 |
|
|
2015
Q2 | $2.12M | Sell |
21,797
-8,364
| -28% | -$812K | 0.29% | 125 |
|
|
2015
Q1 | $2.8M | Buy |
+30,161
| New | +$2.8M | 0.34% | 97 |
|
|
2014
Q4 | – | Sell |
-11,542
| Closed | -$863K | – | 517 |
|
|
2014
Q3 | $863K | Buy |
11,542
+3,754
| +48% | +$281K | 0.13% | 281 |
|
|
2014
Q2 | $565K | Buy |
+7,788
| New | +$565K | 0.08% | 353 |
|
|
2013
Q4 | – | Sell |
-17,515
| Closed | -$1.05M | – | 496 |
|
|
2013
Q3 | $1.05M | Buy |
17,515
+11,089
| +173% | +$664K | 0.2% | 209 |
|
|
2013
Q2 | $379K | Buy |
+6,426
| New | +$379K | 0.08% | 382 |
|