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 Q2	–	Sell	-47,100	Closed	-$87K	–	5122
2022 Q1	$87K	Buy	47,100 +19,600	+71%	+$4.62M	﹤0.01%	1802
2021 Q4	$786K	Buy	+27,500	New	+$7.66M	0.03%	549
2020 Q3	–	Sell	-4,000	Closed	-$15K	–	4794
2020 Q2	$15K	Buy	+4,000	New	+$593K	﹤0.01%	2580
2018 Q3	–	Sell	-900	Closed	-$5K	–	4228
2018 Q2	$5K	Sell	900 -4,400	-83%	-$521K	﹤0.01%	3090
2018 Q1	$26K	Sell	5,300 -31,800	-86%	-$3.82M	﹤0.01%	2089
2017 Q4	$156K	Sell	37,100 -148,000	-80%	-$16.6M	0.01%	1110
2017 Q3	$718K	Buy	+185,100	New	+$24.5M	0.03%	473
2017 Q2	–	Sell	-4,000	Closed	-$12K	–	6494
2017 Q1	$12K	Buy	4,000 +200	+5%	+$25.4K	﹤0.01%	3849
2016 Q4	$4K	Buy	3,800 +3,500	+1,167%	+$428K	﹤0.01%	5065
2016 Q3	$4K	Hold	300	–	–	﹤0.01%	5121
2016 Q2	$3K	Buy	+300	New	+$36.3K	﹤0.01%	5335
2016 Q1	–	Sell	-8,000	Closed	-$3K	–	6632
2015 Q4	$3K	Buy	+8,000	New	+$864K	﹤0.01%	5263

Other funds holding EFX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

GIM

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

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

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. 636 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.
636 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.