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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
Q2 		– Sell
-3,000
Closed -$5K – 5124
2022
Q1 		$5K Buy
+3,000
New +$707K ﹤0.01% 4107
2019
Q1 		– Sell
-12,400
Closed -$117K – 4201
2018
Q4 		$117K Buy
12,400
+1,400
+13% +$149K 0.01% 935
2018
Q3 		$15K Sell
11,000
-2,700
-20% -$352K ﹤0.01% 2409
2018
Q2 		$39K Sell
13,700
-37,400
-73% -$4.43M ﹤0.01% 1758
2018
Q1 		$113K Sell
51,100
-20,100
-28% -$2.41M 0.01% 1098
2017
Q4 		$165K Sell
71,200
-157,200
-69% -$17.7M 0.01% 1084
2017
Q3 		$981K Buy
+228,400
New +$30.2M 0.04% 354

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 $298B AUM 21.96% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BlackRock
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
Morgan Stanley
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
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.