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Cedar Wealth Management’s Equifax EFX Stock Holding History

Cedar Wealth 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
2024
Q1 		– Sell
-194
Closed -$48K – 346
2023
Q4 		$48K Buy
194
+14
+8% +$2.84K 0.02% 162
2023
Q3 		$33K Hold
180
– – 0.01% 176
2023
Q2 		$42.4K Buy
180
+14
+8% +$2.95K 0.02% 166
2023
Q1 		$33.7K Buy
166
+20
+14% +$4.16K 0.01% 179
2022
Q4 		$28.4K Hold
146
– – 0.01% 180
2022
Q3 		$25K Hold
146
– – 0.01% 204
2022
Q2 		$27K Buy
146
+20
+16% +$4K 0.01% 204
2022
Q1 		$30K Buy
126
+10
+9% +$2.36K 0.01% 217
2021
Q4 		$34K Buy
116
+40
+53% +$11.1K 0.01% 206
2021
Q3 		$19K Buy
+76
New +$19.8K 0.01% 203

Other funds holding EFX

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Cedar Wealth Management's EFX Position: Q1 2024 in Review

Cedar Wealth Management sold out of Equifax (EFX) in Q1 2024, closing a stake of 194 shares — an estimated $48K sold.

Cedar Wealth Management first reported a position in EFX in Q3 2021 and held it in 10 quarters. The position peaked at $48K in Q4 2023. 769 funds tracked by Wall St. Rank hold EFX as of Q1 2024.

  • Cedar Wealth Management reported no remaining Equifax position as of Q1 2024 after selling out during the quarter.
  • Cedar Wealth Management sold 194 Equifax shares in Q1 2024, an estimated $48K.
  • Cedar Wealth Management first reported a position in Equifax in Q3 2021 and held it in 10 quarters.
  • Cedar Wealth Management's Equifax position peaked at $48K in Q4 2023.
  • 769 funds tracked by Wall St. Rank held Equifax as of Q1 2024.

Based on Cedar Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.