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

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

Massachusetts Financial Services

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

T. Rowe Price Investment Management

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

Kayne Anderson Rudnick Investment Management

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return