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	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$2.32M	Buy
2025 Q2	$2.22M	Buy
2024 Q1	–	Sell
2023 Q4	$349K	Hold
2023 Q3	$259K	Hold
2023 Q2	$332K	Hold
2023 Q1	$287K	Hold
2022 Q4	$275K	Hold
2022 Q3	$242K	Sell
2022 Q2	$336K	Sell
2022 Q1	$467K	Hold
2021 Q4	$577K	Hold
2021 Q3	$499K	Hold
2021 Q2	$472K	Hold
2021 Q1	$357K	Hold
2020 Q4	$380K	Hold
2020 Q3	$309K	Hold
2020 Q2	$339K	Hold
2020 Q1	$235K	Hold
2019 Q4	$276K	Hold
2019 Q3	$277K	Hold
2019 Q2	$267K	Sell
2019 Q1	$281K	Hold
2018 Q4	$221K	Hold
2018 Q3	$309K	Hold
2018 Q2	$296K	Hold
2018 Q1	$279K	Hold
2017 Q4	$279K	Hold
2017 Q3	$251K	Sell
2017 Q2	$1.03M	Hold
2017 Q1	$1.02M	Buy
2016 Q4	$866K	Buy
2016 Q3	$638K	Hold
2016 Q2	$608K	Hold
2016 Q1	$542K	Hold
2015 Q4	$528K	Hold
2015 Q3	$460K	Hold
2015 Q2	$460K	Hold
2015 Q1	$441K	Hold
2014 Q4	$383K	Hold
2014 Q3	$354K	Hold
2014 Q2	$344K	Hold
2014 Q1	$322K	Hold
2013 Q4	$327K	Buy