Bedel Financial Consulting’s Equifax EFX Stock Holding History

Bedel Financial Consulting’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
2022 Q2	–	Sell	-100	Closed	-$24K	–	382
2022 Q1	$24K	Sell	100 -2	-2%	-$471	0.01%	519
2021 Q4	$30K	Buy	102 +2	+2%	+$557	0.01%	489
2021 Q3	$25K	Hold	100	–	–	0.01%	505
2021 Q2	$24K	Hold	100	–	–	0.01%	519
2021 Q1	$18K	Hold	100	–	–	0.01%	529
2020 Q4	$19K	Hold	100	–	–	0.01%	456
2020 Q3	$16K	Hold	100	–	–	0.01%	449
2020 Q2	$17K	Hold	100	–	–	0.01%	421
2020 Q1	$12K	Hold	100	–	–	0.01%	447
2019 Q4	$14K	Hold	100	–	–	0.01%	444
2019 Q3	$14K	Hold	100	–	–	0.01%	431
2019 Q2	$14K	Hold	100	–	–	0.01%	434
2019 Q1	$12K	Hold	100	–	–	0.01%	458
2018 Q4	$9K	Hold	100	–	–	0.01%	469
2018 Q3	$12K	Hold	100	–	–	0.01%	459
2018 Q2	$13K	Hold	100	–	–	0.01%	445
2018 Q1	$12K	Buy	+100	New	+$12K	0.01%	450

Other funds holding EFX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return