PFM
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Parsec Financial Management’s Equifax EFX Stock Holding History

Parsec Financial Management’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
2017
Q3 		– Sell
-131,391
Closed -$18.1M – 233
2017
Q2 		$18.1M Buy
131,391
+3,622
+3% +$497K 1.43% 18
2017
Q1 		$17.5M Buy
127,769
+4,205
+3% +$535K 1.45% 21
2016
Q4 		$14.6M Buy
123,564
+1,542
+1% +$188K 1.27% 27
2016
Q3 		$16.4M Buy
122,022
+2,207
+2% +$293K 1.49% 20
2016
Q2 		$15.4M Buy
119,815
+1,760
+1% +$213K 1.48% 23
2016
Q1 		$13.5M Buy
118,055
+4,956
+4% +$521K 1.34% 26
2015
Q4 		$12.6M Buy
113,099
+9,990
+10% +$1.08M 1.31% 26
2015
Q3 		$10M Buy
103,109
+17,060
+20% +$1.69M 1.09% 35
2015
Q2 		$8.35M Buy
86,049
+20,240
+31% +$1.97M 0.84% 45
2015
Q1 		$6.12M Buy
65,809
+14,689
+29% +$1.3M 0.62% 58
2014
Q4 		$4.13M Buy
51,120
+33,815
+195% +$2.62M 0.43% 72
2014
Q3 		$1.29M Buy
17,305
+13,405
+344% +$1.02M 0.14% 97
2014
Q2 		$283K Buy
3,900
+120
+3% +$8.42K 0.03% 138
2014
Q1 		$257K Buy
+3,780
New +$264K 0.03% 139

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