Ownership history in MATHER GROUP, LLC. Β· 6 quarters on record
This page tracks every 13F SEC filing in which MATHER GROUP, LLC. reported a position in EQUIFAX INC (EFX). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π MATHER GROUP, LLC. underperformed the S&P 500 by β14.1% annually on this EFX position. Timing score: 25% (1/4 decisions correct). Average cost basis: $247.18. Maximum drawdown during holding period: β16.9%.
β Significantly underperformed the S&P 500 by 14.1% ann.
4 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
1 of 4 add/trim decisions correct
Best entry: $239.23 (2024 Q2) Β· Worst: $290.32 (2024 Q3)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
5 adds Β· 1 trim. Bought during 1 of 2 down-price quarters. π Consistently bullish β fund kept accumulating this position.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.0% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size