Laffer Tengler Investments’s Equifax EFX Stock Holding History

Laffer Tengler Investments’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
2024 Q1	–	Sell	-15	Closed	-$3.71K	–	443
2023 Q4	$3.71K	Buy	+15	New	+$3.04K	﹤0.01%	336
2022 Q2	–	Sell	-22	Closed	-$5.22K	–	404
2022 Q1	$5.22K	Buy	+22	New	+$5.18K	﹤0.01%	339
2018 Q1	–	Sell	-13,965	Closed	-$1.65M	–	209
2017 Q4	$1.65M	Hold	13,965	–	–	0.41%	126
2017 Q3	$1.48M	Sell	13,965 -985	-7%	-$130K	0.39%	132
2017 Q2	$2.05M	Hold	14,950	–	–	0.52%	89
2017 Q1	$2.04M	Hold	14,950	–	–	0.54%	75
2016 Q4	$1.77M	Buy	+14,950	New	+$1.83M	0.47%	94
2016 Q2	–	Sell	-15,987	Closed	-$1.83M	–	230
2016 Q1	$1.83M	Buy	+15,987	New	+$1.68M	0.49%	85
2015 Q4	–	Hold	0	–	–	–	84
2015 Q3	–	Sell	-15,987	Closed	-$1.59M	–	111
2015 Q2	$1.55M	Sell	15,987 -13,824	-46%	-$1.35M	0.38%	141
2015 Q1	$2.77M	Buy	+29,811	New	+$2.65M	0.39%	73
2014 Q4	–	Sell	-29,811	Closed	-$2.31M	–	100
2014 Q3	$2.23M	Hold	29,811	–	–	0.33%	108
2014 Q2	$2.16M	Sell	29,811 -2,695	-8%	-$189K	0.33%	124
2014 Q1	$2.21M	Hold	32,506	–	–	0.36%	116
2013 Q4	$2.25M	Buy	+32,506	New	+$2.11M	0.37%	112
2013 Q3	–	Hold	0	–	–	–	146

Other funds holding EFX

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

GIM

Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Laffer Tengler Investments's EFX Position: Q1 2024 in Review

Laffer Tengler Investments sold out of Equifax (EFX) in Q1 2024, closing a stake of 15 shares — an estimated $3.71K sold.

Laffer Tengler Investments first reported a position in EFX in Q4 2013 and held it in 14 quarters. The position peaked at $2.77M in Q1 2015. 769 funds tracked by Wall St. Rank hold EFX as of Q1 2024.

Laffer Tengler Investments reported no remaining Equifax position as of Q1 2024 after selling out during the quarter.
Laffer Tengler Investments sold 15 Equifax shares in Q1 2024, an estimated $3.71K.
Laffer Tengler Investments first reported a position in Equifax in Q4 2013 and held it in 14 quarters.
Laffer Tengler Investments's Equifax position peaked at $2.77M in Q1 2015.
769 funds tracked by Wall St. Rank held Equifax as of Q1 2024.

Based on Laffer Tengler Investments's 13F filing for Q1 2024, filed 15 May 2024.