Sun Life Financial’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-2,323
| Closed | -$470K | – | 47 |
|
|
2023
Q1 | $470K | Sell |
2,323
-210
| -8% | -$43.7K | 0.03% | 53 |
|
|
2022
Q4 | $495K | Sell |
2,533
-237
| -9% | -$43.3K | 0.04% | 47 |
|
|
2022
Q3 | $475K | Sell |
2,770
-542
| -16% | -$106K | 0.04% | 51 |
|
|
2022
Q2 | $607K | Sell |
3,312
-38
| -1% | -$7.61K | 0.05% | 49 |
|
|
2022
Q1 | $792K | Sell |
3,350
-112
| -3% | -$26.4K | 0.04% | 56 |
|
|
2021
Q4 | $1.01M | Buy |
3,462
+188
| +6% | +$52.3K | 0.04% | 51 |
|
|
2021
Q3 | $829K | Buy |
3,274
+769
| +31% | +$200K | 0.05% | 49 |
|
|
2021
Q2 | $600K | Sell |
2,505
-147
| -6% | -$32.9K | 0.03% | 51 |
|
|
2021
Q1 | $480K | Buy |
2,652
+19
| +0.7% | +$3.36K | 0.04% | 65 |
|
|
2020
Q4 | $508K | Sell |
2,633
-193
| -7% | -$32.4K | 0.07% | 57 |
|
|
2020
Q3 | $443K | Sell |
2,826
-385
| -12% | -$63.1K | 0.07% | 98 |
|
|
2020
Q2 | $553K | Sell |
3,211
-101
| -3% | -$15K | 0.11% | 70 |
|
|
2020
Q1 | $395K | Buy |
3,312
+124
| +4% | +$18K | 0.1% | 79 |
|
|
2019
Q4 | $447K | Buy |
3,188
+29
| +0.9% | +$4.02K | 0.12% | 91 |
|
|
2019
Q3 | $443K | Sell |
3,159
-288
| -8% | -$40.6K | 0.11% | 111 |
|
|
2019
Q2 | $465K | Hold |
3,447
| – | – | 0.12% | 113 |
|
|
2019
Q1 | $409K | Buy |
3,447
+3,116
| +941% | +$333K | 0.09% | 124 |
|
|
2018
Q4 | $31K | Buy |
331
+1
| +0.3% | +$106 | 0.01% | 485 |
|
|
2018
Q3 | $43K | Buy |
330
+4
| +1% | +$521 | 0.01% | 468 |
|
|
2018
Q2 | $41K | Buy |
326
+262
| +409% | +$31K | 0.01% | 459 |
|
|
2018
Q1 | $547 | Sell |
64
-199
| -76% | -$23.9K | ﹤0.01% | 420 |
|
|
2017
Q4 | $31K | Sell |
263
-617
| -70% | -$69.4K | ﹤0.01% | 349 |
|
|
2017
Q3 | $93K | Sell |
880
-4
| -0.5% | -$529 | 0.01% | 354 |
|
|
2017
Q2 | $121K | Buy |
884
+875
| +9,722% | +$120K | 0.01% | 309 |
|
|
2017
Q1 | $64 | Buy |
9
+2
| +29% | +$254 | ﹤0.01% | 479 |
|
|
2016
Q4 | $63 | Buy |
+7
| New | +$856 | ﹤0.01% | 431 |
|
Other funds holding EFX
GIM
