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Putnam Investments’s Equifax EFX Stock Holding History

Putnam Investments’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
Q2 		– Sell
-422,306
Closed -$100M – 1151
2022
Q1 		$100M Buy
+422,306
New +$99.5M 0.15% 127
2019
Q1 		– Sell
-27,335
Closed -$2.55M – 895
2018
Q4 		$2.55M Buy
27,335
+25,549
+1,431% +$2.72M 0.01% 594
2018
Q3 		$233K Sell
1,786
-42
-2% -$5.47K ﹤0.01% 1040
2018
Q2 		$229K Buy
1,828
+24
+1% +$2.84K ﹤0.01% 1034
2018
Q1 		$213K Hold
1,804
– – ﹤0.01% 1069
2017
Q4 		$213K Sell
1,804
-400
-18% -$45K ﹤0.01% 1060
2017
Q3 		$234K Sell
2,204
-125
-5% -$16.5K ﹤0.01% 1075
2017
Q2 		$320K Sell
2,329
-398,807
-99% -$54.7M ﹤0.01% 1027
2017
Q1 		$54.9M Buy
401,136
+2,720
+0.7% +$346K 0.13% 162
2016
Q4 		$47.1M Buy
398,416
+93,889
+31% +$11.5M 0.11% 183
2016
Q3 		$41M Buy
304,527
+94,454
+45% +$12.5M 0.1% 190
2016
Q2 		$27M Buy
210,073
+207,422
+7,824% +$25.1M 0.07% 246
2016
Q1 		$303K Sell
2,651
-78,025
-97% -$8.21M ﹤0.01% 1310
2015
Q4 		$8.98M Buy
80,676
+4,181
+5% +$452K 0.02% 488
2015
Q3 		$7.43M Buy
76,495
+73,644
+2,583% +$7.32M 0.02% 525
2015
Q2 		$277K Sell
2,851
-541
-16% -$52.8K ﹤0.01% 1438
2015
Q1 		$316K Buy
3,392
+209
+7% +$18.5K ﹤0.01% 1393
2014
Q4 		$258K Sell
3,183
-1,982
-38% -$153K ﹤0.01% 1407
2014
Q3 		$386K Sell
5,165
-49,877
-91% -$3.8M ﹤0.01% 1404
2014
Q2 		$3.99M Buy
55,042
+600
+1% +$42.1K 0.01% 857
2014
Q1 		$3.7M Sell
54,442
-3,349
-6% -$234K 0.01% 872
2013
Q4 		$3.99M Buy
57,791
+18,194
+46% +$1.18M 0.01% 842
2013
Q3 		$2.37M Sell
39,597
-1,491
-4% -$91.7K 0.01% 999
2013
Q2 		$2.42M Buy
+41,088
New +$2.48M 0.01% 986

Other funds holding EFX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Putnam Investments's EFX Position: Q2 2022 in Review

Putnam Investments sold out of Equifax (EFX) in Q2 2022, closing a stake of 422,306 shares — an estimated $100M sold.

Putnam Investments first reported a position in EFX in Q2 2013 and held it in 24 quarters. The position peaked at $100M in Q1 2022. 632 funds tracked by Wall St. Rank hold EFX as of Q2 2022.

  • Putnam Investments reported no remaining Equifax position as of Q2 2022 after selling out during the quarter.
  • Putnam Investments sold 422,306 Equifax shares in Q2 2022, an estimated $100M.
  • Putnam Investments first reported a position in Equifax in Q2 2013 and held it in 24 quarters.
  • Putnam Investments's Equifax position peaked at $100M in Q1 2022.
  • 632 funds tracked by Wall St. Rank held Equifax as of Q2 2022.

Based on Putnam Investments's 13F filing for Q2 2022, filed 15 Aug 2022.