Putnam Investments’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-422,306
| Closed | -$100M | – | 1151 |
|
|
2022
Q1 | $100M | Buy |
+422,306
| New | +$100M | 0.15% | 127 |
|
|
2019
Q1 | – | Sell |
-27,335
| Closed | -$2.55M | – | 895 |
|
|
2018
Q4 | $2.55M | Buy |
27,335
+25,549
| +1,431% | +$2.38M | 0.01% | 594 |
|
|
2018
Q3 | $233K | Sell |
1,786
-42
| -2% | -$5.48K | ﹤0.01% | 1040 |
|
|
2018
Q2 | $229K | Buy |
1,828
+24
| +1% | +$3.01K | ﹤0.01% | 1034 |
|
|
2018
Q1 | $213K | Hold |
1,804
| – | – | ﹤0.01% | 1069 |
|
|
2017
Q4 | $213K | Sell |
1,804
-400
| -18% | -$47.2K | ﹤0.01% | 1060 |
|
|
2017
Q3 | $234K | Sell |
2,204
-125
| -5% | -$13.3K | ﹤0.01% | 1075 |
|
|
2017
Q2 | $320K | Sell |
2,329
-398,807
| -99% | -$54.8M | ﹤0.01% | 1027 |
|
|
2017
Q1 | $54.9M | Buy |
401,136
+2,720
| +0.7% | +$372K | 0.13% | 162 |
|
|
2016
Q4 | $47.1M | Buy |
398,416
+93,889
| +31% | +$11.1M | 0.11% | 183 |
|
|
2016
Q3 | $41M | Buy |
304,527
+94,454
| +45% | +$12.7M | 0.1% | 190 |
|
|
2016
Q2 | $27M | Buy |
210,073
+207,422
| +7,824% | +$26.6M | 0.07% | 246 |
|
|
2016
Q1 | $303K | Sell |
2,651
-78,025
| -97% | -$8.92M | ﹤0.01% | 1310 |
|
|
2015
Q4 | $8.99M | Buy |
80,676
+4,181
| +5% | +$466K | 0.02% | 488 |
|
|
2015
Q3 | $7.43M | Buy |
76,495
+73,644
| +2,583% | +$7.16M | 0.02% | 525 |
|
|
2015
Q2 | $277K | Sell |
2,851
-541
| -16% | -$52.6K | ﹤0.01% | 1438 |
|
|
2015
Q1 | $316K | Buy |
3,392
+209
| +7% | +$19.5K | ﹤0.01% | 1393 |
|
|
2014
Q4 | $258K | Sell |
3,183
-1,982
| -38% | -$161K | ﹤0.01% | 1407 |
|
|
2014
Q3 | $386K | Sell |
5,165
-49,877
| -91% | -$3.73M | ﹤0.01% | 1403 |
|
|
2014
Q2 | $3.99M | Buy |
55,042
+600
| +1% | +$43.5K | 0.01% | 857 |
|
|
2014
Q1 | $3.7M | Sell |
54,442
-3,349
| -6% | -$228K | 0.01% | 872 |
|
|
2013
Q4 | $3.99M | Buy |
57,791
+18,194
| +46% | +$1.26M | 0.01% | 842 |
|
|
2013
Q3 | $2.37M | Sell |
39,597
-1,491
| -4% | -$89.2K | 0.01% | 997 |
|
|
2013
Q2 | $2.42M | Buy |
+41,088
| New | +$2.42M | 0.01% | 986 |
|