Pettee Investors’s Equifax EFX Stock Holding History

Pettee Investors’s Portfolio EFX Stock Details EFX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.22M	Buy	+8,572	New	+$2.22M	1.33%	23
2024 Q1	–	Sell	-1,413	Closed	-$349K	–	118
2023 Q4	$349K	Hold	1,413	–	–	0.15%	99
2023 Q3	$259K	Hold	1,413	–	–	0.12%	109
2023 Q2	$332K	Hold	1,413	–	–	0.15%	100
2023 Q1	$287K	Hold	1,413	–	–	0.14%	103
2022 Q4	$275K	Hold	1,413	–	–	0.13%	101
2022 Q3	$242K	Sell	1,413 -425	-23%	-$72.8K	0.13%	105
2022 Q2	$336K	Sell	1,838 -133	-7%	-$24.3K	0.17%	101
2022 Q1	$467K	Hold	1,971	–	–	0.21%	97
2021 Q4	$577K	Hold	1,971	–	–	0.24%	96
2021 Q3	$499K	Hold	1,971	–	–	0.23%	96
2021 Q2	$472K	Hold	1,971	–	–	0.22%	95
2021 Q1	$357K	Hold	1,971	–	–	0.17%	105
2020 Q4	$380K	Hold	1,971	–	–	0.2%	95
2020 Q3	$309K	Hold	1,971	–	–	0.18%	102
2020 Q2	$339K	Hold	1,971	–	–	0.21%	95
2020 Q1	$235K	Hold	1,971	–	–	0.17%	100
2019 Q4	$276K	Hold	1,971	–	–	0.16%	106
2019 Q3	$277K	Hold	1,971	–	–	0.17%	104
2019 Q2	$267K	Sell	1,971 -397	-17%	-$53.8K	0.17%	108
2019 Q1	$281K	Hold	2,368	–	–	0.18%	104
2018 Q4	$221K	Hold	2,368	–	–	0.16%	104
2018 Q3	$309K	Hold	2,368	–	–	0.18%	104
2018 Q2	$296K	Hold	2,368	–	–	0.19%	103
2018 Q1	$279K	Hold	2,368	–	–	0.17%	105
2017 Q4	$279K	Hold	2,368	–	–	0.17%	107
2017 Q3	$251K	Sell	2,368 -5,130	-68%	-$544K	0.16%	108
2017 Q2	$1.03M	Hold	7,498	–	–	0.91%	31
2017 Q1	$1.03M	Buy	7,498 +175	+2%	+$23.9K	0.93%	31
2016 Q4	$866K	Buy	7,323 +2,585	+55%	+$306K	0.82%	32
2016 Q3	$638K	Hold	4,738	–	–	0.62%	37
2016 Q2	$608K	Hold	4,738	–	–	0.59%	40
2016 Q1	$542K	Hold	4,738	–	–	0.56%	41
2015 Q4	$528K	Hold	4,738	–	–	0.51%	41
2015 Q3	$460K	Hold	4,738	–	–	0.48%	41
2015 Q2	$460K	Hold	4,738	–	–	0.45%	41
2015 Q1	$441K	Hold	4,738	–	–	0.43%	41
2014 Q4	$383K	Hold	4,738	–	–	0.37%	43
2014 Q3	$354K	Hold	4,738	–	–	0.35%	45
2014 Q2	$344K	Hold	4,738	–	–	0.31%	46
2014 Q1	$322K	Hold	4,738	–	–	0.3%	45
2013 Q4	$327K	Buy	+4,738	New	+$327K	0.31%	44