TJHA
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Thomas J. Herzfeld Advisors’s Equifax EFX Stock Holding History

Thomas J. Herzfeld Advisors’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
2023
Q4 		– Sell
-38
Closed -$6.96K – 211
2023
Q3 		$6.96K Hold
38
– – ﹤0.01% 207
2023
Q2 		$8.94K Hold
38
– – ﹤0.01% 190
2023
Q1 		$7.71K Hold
38
– – ﹤0.01% 174
2022
Q4 		$7.39K Buy
38
+2
+6% +$366 ﹤0.01% 187
2022
Q3 		$6K Hold
36
– – ﹤0.01% 182
2022
Q2 		$7K Hold
36
– – ﹤0.01% 184
2022
Q1 		$9K Hold
36
– – ﹤0.01% 185
2021
Q4 		$11K Buy
36
+4
+13% +$1.11K ﹤0.01% 196
2021
Q3 		$8K Hold
32
– – ﹤0.01% 214
2021
Q2 		$8K Buy
32
+4
+14% +$894 ﹤0.01% 224
2021
Q1 		$5K Buy
28
+17
+155% +$3K ﹤0.01% 251
2020
Q4 		$2K Hold
11
– – ﹤0.01% 286
2020
Q3 		$2K Buy
11
+1
+10% +$164 ﹤0.01% 236
2020
Q2 		$2K Buy
+10
New +$1.48K ﹤0.01% 266

Other funds holding EFX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return