Berman Capital Advisors’s IHS Markit Ltd. Common Shares INFO Stock Holding History

Berman Capital Advisors’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
2021 Q3	$191K	Buy	1,641 +313	+24%	+$37K	0.03%	276
2021 Q2	$149K	Buy	1,328 +366	+38%	+$38.8K	0.02%	286
2021 Q1	$92K	Buy	962 +158	+20%	+$14.4K	0.02%	333
2020 Q4	$72K	Buy	804 +84	+12%	+$7.28K	0.02%	321
2020 Q3	$55K	Buy	720 +217	+43%	+$17.3K	0.02%	322
2020 Q2	$37K	Buy	503 +112	+29%	+$7.62K	0.01%	395
2020 Q1	$22K	Buy	391 +84	+27%	+$6.05K	0.01%	477
2019 Q4	$23K	Hold	307	–	–	0.01%	496
2019 Q3	$20K	Buy	307 +110	+56%	+$7.19K	0.01%	516
2019 Q2	$12K	Buy	197 +69	+54%	+$3.96K	﹤0.01%	677
2019 Q1	$6K	Buy	128 +21	+20%	+$1.1K	﹤0.01%	837
2018 Q4	$4K	Buy	+107	New	+$5.47K	﹤0.01%	773

Other funds holding INFO

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

UOC

UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return

PCM

Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Berman Capital Advisors's INFO Position: Q3 2021 in Review

Berman Capital Advisors increased its IHS Markit Ltd. Common Shares (INFO) stake by 24% in Q3 2021, buying an estimated $37K and bringing the position to 1,641 shares worth $191K. The position accounts for 0.03% of the portfolio, ranked #276.

Berman Capital Advisors first reported a position in INFO in Q4 2018 and has held it in 12 quarters since. 677 funds tracked by Wall St. Rank hold INFO as of Q3 2021.

Berman Capital Advisors held 1,641 shares of IHS Markit Ltd. Common Shares worth $191K as of Q3 2021.
Berman Capital Advisors bought 313 IHS Markit Ltd. Common Shares shares in Q3 2021, an estimated $37K.
IHS Markit Ltd. Common Shares made up 0.03% of Berman Capital Advisors's portfolio in Q3 2021, its #276 holding.
Berman Capital Advisors first reported a position in IHS Markit Ltd. Common Shares in Q4 2018 and has held it in 12 quarters since.
677 funds tracked by Wall St. Rank held IHS Markit Ltd. Common Shares as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.