BP
INFO

Ballentine Partners’s IHS Markit Ltd. Common Shares INFO Stock Holding History

Ballentine Partners’s Portfolio INFO Stock Details INFO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-2,710
Closed -$360K – 522
2021
Q4 		$360K Buy
2,710
+461
+20% +$58.7K 0.01% 336
2021
Q3 		$263K Buy
2,249
+17
+0.8% +$2.01K 0.01% 343
2021
Q2 		$251K Hold
2,232
– – 0.01% 352
2021
Q1 		$216K Sell
2,232
-8
-0.4% -$731 0.01% 365
2020
Q4 		$202K Buy
+2,240
New +$194K 0.01% 360

Other funds holding INFO

WAM
Westport Asset Management Southport, Connecticut $226M AUM 16.76% 1-Year Est. Return
CGL
Clarius Group LLC Seattle, Washington $1.75B AUM 19.04% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return