Tocqueville Asset Management’s Equifax EFX Stock Holding History

Tocqueville Asset Management’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
2021 Q1	–	Sell	-2,500	Closed	-$482K	–	724
2020 Q4	$482K	Sell	2,500 -200	-7%	-$33.6K	0.01%	546
2020 Q3	$424K	Hold	2,700	–	–	0.01%	520
2020 Q2	$464K	Sell	2,700 -250	-8%	-$37K	0.01%	498
2020 Q1	$352K	Buy	2,950 +250	+9%	+$36.4K	0.01%	513
2019 Q4	$378K	Buy	2,700 +200	+8%	+$27.7K	0.01%	602
2019 Q3	$352K	Hold	2,500	–	–	﹤0.01%	622
2019 Q2	$338K	Buy	+2,500	New	+$313K	﹤0.01%	662
2015 Q3	–	Sell	-3,588	Closed	-$348K	–	974
2015 Q2	$348K	Buy	3,588 +88	+3%	+$8.58K	﹤0.01%	805
2015 Q1	$326K	Hold	3,500	–	–	﹤0.01%	793
2014 Q4	$283K	Hold	3,500	–	–	﹤0.01%	823
2014 Q3	$262K	Sell	3,500 -6,300	-64%	-$480K	﹤0.01%	761
2014 Q2	$711K	Hold	9,800	–	–	0.01%	646
2014 Q1	$667K	Sell	9,800 -39	-0.4%	-$2.73K	0.01%	520
2013 Q4	$680K	Sell	9,839 -151	-2%	-$9.82K	0.01%	519
2013 Q3	$598K	Sell	9,990 -2,430	-20%	-$149K	0.01%	608
2013 Q2	$732K	Buy	+12,420	New	+$749K	0.01%	564

Other funds holding EFX

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

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Mackenzie Financial

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return