BOPW
INFO

Brandywine Oak Private Wealth’s IHS Markit Ltd. Common Shares INFO Stock Holding History

Brandywine Oak Private Wealth’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
2020
Q1 		– Sell
-3,449
Closed -$259K – 265
2019
Q4 		$259K Sell
3,449
-14
-0.4% -$996 0.05% 208
2019
Q3 		$231K Sell
3,463
-195
-5% -$12.7K 0.04% 206
2019
Q2 		$233K Buy
+3,658
New +$210K 0.05% 198
2019
Q1 		– Sell
-1,206
Closed -$57K – 689
2018
Q4 		$57K Buy
+1,206
New +$61.7K 0.01% 347

Other funds holding INFO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Brandywine Oak Private Wealth's INFO Position: Q1 2020 in Review

Brandywine Oak Private Wealth sold out of IHS Markit Ltd. Common Shares (INFO) in Q1 2020, closing a stake of 3,449 shares — an estimated $259K sold.

Brandywine Oak Private Wealth first reported a position in INFO in Q4 2018 and held it in 4 quarters. The position peaked at $259K in Q4 2019. 554 funds tracked by Wall St. Rank hold INFO as of Q1 2020.

  • Brandywine Oak Private Wealth reported no remaining IHS Markit Ltd. Common Shares position as of Q1 2020 after selling out during the quarter.
  • Brandywine Oak Private Wealth sold 3,449 IHS Markit Ltd. Common Shares shares in Q1 2020, an estimated $259K.
  • Brandywine Oak Private Wealth first reported a position in IHS Markit Ltd. Common Shares in Q4 2018 and held it in 4 quarters.
  • Brandywine Oak Private Wealth's IHS Markit Ltd. Common Shares position peaked at $259K in Q4 2019.
  • 554 funds tracked by Wall St. Rank held IHS Markit Ltd. Common Shares as of Q1 2020.

Based on Brandywine Oak Private Wealth's 13F filing for Q1 2020, filed 6 May 2020.