Michael J. Puzo’s Equifax EFX Stock Holding History

Michael J. Puzo’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 Q1	–	Sell	-750	Closed	-$220K	–	80
2021 Q4	$220K	Buy	+750	New	+$209K	0.06%	80
2018 Q4	–	Sell	-1,850	Closed	-$242K	–	78
2018 Q3	$242K	Hold	1,850	–	–	0.09%	75
2018 Q2	$231K	Sell	1,850 -820	-31%	-$97.2K	0.1%	75
2018 Q1	$315K	Hold	2,670	–	–	0.13%	68
2017 Q4	$315K	Buy	+2,670	New	+$300K	0.13%	67

Other funds holding EFX

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

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

GIM

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Michael J. Puzo's EFX Position: Q1 2022 in Review

Michael J. Puzo sold out of Equifax (EFX) in Q1 2022, closing a stake of 750 shares — an estimated $220K sold.

Michael J. Puzo first reported a position in EFX in Q4 2017 and held it in 5 quarters. The position peaked at $315K in Q1 2018. 698 funds tracked by Wall St. Rank hold EFX as of Q1 2022.

Michael J. Puzo reported no remaining Equifax position as of Q1 2022 after selling out during the quarter.
Michael J. Puzo sold 750 Equifax shares in Q1 2022, an estimated $220K.
Michael J. Puzo first reported a position in Equifax in Q4 2017 and held it in 5 quarters.
Michael J. Puzo's Equifax position peaked at $315K in Q1 2018.
698 funds tracked by Wall St. Rank held Equifax as of Q1 2022.

Based on Michael J. Puzo's 13F filing for Q1 2022, filed 17 May 2022.