Cutler Group’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-19
| Closed | -$3K | – | 4653 |
|
|
2022
Q3 | $3K | Buy |
+19
| New | +$3.72K | ﹤0.01% | 3938 |
|
|
2022
Q2 | – | Sell |
-3,700
| Closed | -$877K | – | 5203 |
|
|
2022
Q1 | $877K | Buy |
+3,700
| New | +$872K | 0.08% | 429 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 5601 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 4896 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 4598 |
|
|
2019
Q3 | – | Sell |
-700
| Closed | -$94K | – | 4314 |
|
|
2019
Q2 | $94K | Hold |
700
| – | – | 0.01% | 1130 |
|
|
2019
Q1 | $82K | Sell |
700
-8,962
| -93% | -$957K | 0.01% | 1115 |
|
|
2018
Q4 | $899K | Buy |
9,662
+1,489
| +18% | +$158K | 0.12% | 205 |
|
|
2018
Q3 | $1.07M | Sell |
8,173
-1,603
| -16% | -$209K | 0.1% | 245 |
|
|
2018
Q2 | $1.22M | Sell |
9,776
-4,442
| -31% | -$526K | 0.13% | 216 |
|
|
2018
Q1 | $1.68M | Sell |
14,218
-3,393
| -19% | -$407K | 0.19% | 130 |
|
|
2017
Q4 | $2.08M | Sell |
17,611
-7,049
| -29% | -$792K | 0.11% | 166 |
|
|
2017
Q3 | $2.61M | Buy |
24,660
+24,594
| +37,264% | +$3.25M | 0.13% | 162 |
|
|
2017
Q2 | $9K | Buy |
+66
| New | +$9.06K | ﹤0.01% | 4246 |
|
|
2017
Q1 | – | Sell |
-396
| Closed | -$50.4K | – | 6641 |
|
|
2016
Q4 | $46K | Buy |
+396
| New | +$48.4K | ﹤0.01% | 2624 |
|
|
2016
Q3 | – | Hold |
0
| – | – | – | 6897 |
|
|
2016
Q2 | – | Sell |
-700
| Closed | -$84.8K | – | 6868 |
|
|
2016
Q1 | $80K | Hold |
700
| – | – | 0.01% | 1832 |
|
|
2015
Q4 | $77K | Buy |
+700
| New | +$75.6K | 0.01% | 2013 |
|
Other funds holding EFX
GIM
