Sentry Investments’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-87,000
| Closed | -$7.04M | – | 160 |
|
|
2014
Q4 | $7.04M | Sell |
87,000
-12,000
| -12% | -$970K | 0.09% | 120 |
|
|
2014
Q3 | $7.4M | Hold |
99,000
| – | – | 0.09% | 120 |
|
|
2014
Q2 | $7.18M | Hold |
99,000
| – | – | 0.09% | 121 |
|
|
2014
Q1 | $6.74M | Hold |
99,000
| – | – | 0.1% | 114 |
|
|
2013
Q4 | $6.84M | Hold |
99,000
| – | – | 0.12% | 110 |
|
|
2013
Q3 | $5.93M | Sell |
99,000
-40,300
| -29% | -$2.41M | 0.11% | 102 |
|
|
2013
Q2 | $8.21M | Buy |
+139,300
| New | +$8.21M | 0.18% | 91 |
|