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Cutler Group’s Equifax EFX Stock Holding History

Cutler Group’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
Q4 		– Sell
-19
Closed -$3K – 4586
2022
Q3 		$3K Buy
+19
New +$3.72K ﹤0.01% 3938
2022
Q2 		– Sell
-3,700
Closed -$877K – 5123
2022
Q1 		$877K Buy
+3,700
New +$872K 0.05% 429
2019
Q3 		– Sell
-700
Closed -$94K – 4206
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 0.09% 205
2018
Q3 		$1.07M Sell
8,173
-1,603
-16% -$209K 0.07% 245
2018
Q2 		$1.22M Sell
9,776
-4,442
-31% -$526K 0.1% 216
2018
Q1 		$1.68M Sell
14,218
-3,393
-19% -$407K 0.14% 130
2017
Q4 		$2.08M Sell
17,611
-7,049
-29% -$792K 0.09% 166
2017
Q3 		$2.61M Buy
24,660
+24,594
+37,264% +$3.25M 0.1% 162
2017
Q2 		$9K Buy
+66
New +$9.06K ﹤0.01% 4246
2017
Q1 		– Sell
-396
Closed -$50.4K – 6558
2016
Q4 		$46K Buy
+396
New +$48.4K ﹤0.01% 2624
2016
Q2 		– Sell
-700
Closed -$84.8K – 6784
2016
Q1 		$80K Hold
700
– – 0.01% 1832
2015
Q4 		$77K Buy
+700
New +$75.6K ﹤0.01% 2013

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 $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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Cutler Group's EFX Position: Q4 2022 in Review

Cutler Group sold out of Equifax (EFX) in Q4 2022, closing a stake of 19 shares — an estimated $3K sold.

Cutler Group first reported a position in EFX in Q4 2015 and held it in 14 quarters. The position peaked at $2.61M in Q3 2017. 635 funds tracked by Wall St. Rank hold EFX as of Q4 2022.

  • Cutler Group reported no remaining Equifax position as of Q4 2022 after selling out during the quarter.
  • Cutler Group sold 19 Equifax shares in Q4 2022, an estimated $3K.
  • Cutler Group first reported a position in Equifax in Q4 2015 and held it in 14 quarters.
  • Cutler Group's Equifax position peaked at $2.61M in Q3 2017.
  • 635 funds tracked by Wall St. Rank held Equifax as of Q4 2022.

Based on Cutler Group's 13F filing for Q4 2022, filed 7 Feb 2023.