CFFP
INFO

Center for Financial Planning’s IHS Markit Ltd. Common Shares INFO Stock Holding History

Center for Financial Planning’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
-2,323
Closed -$309K – 582
2021
Q4 		$309K Sell
2,323
-548
-19% -$69.8K 0.06% 106
2021
Q3 		$335K Hold
2,871
– – 0.08% 95
2021
Q2 		$323K Sell
2,871
-64
-2% -$6.79K 0.08% 101
2021
Q1 		$284K Hold
2,935
– – 0.07% 102
2020
Q4 		$264K Buy
2,935
+1,115
+61% +$96.6K 0.07% 102
2020
Q3 		$143K Buy
1,820
+1,756
+2,744% +$140K 0.05% 131
2020
Q2 		$5K Hold
64
– – ﹤0.01% 371
2020
Q1 		$4K Hold
64
– – ﹤0.01% 449
2019
Q4 		$5K Buy
+64
New +$4.55K ﹤0.01% 376

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

Center for Financial Planning's INFO Position: Q1 2022 in Review

Center for Financial Planning sold out of IHS Markit Ltd. Common Shares (INFO) in Q1 2022, closing a stake of 2,323 shares — an estimated $309K sold.

Center for Financial Planning first reported a position in INFO in Q4 2019 and held it in 9 quarters. The position peaked at $335K in Q3 2021. 4 funds tracked by Wall St. Rank hold INFO as of Q1 2022.

  • Center for Financial Planning reported no remaining IHS Markit Ltd. Common Shares position as of Q1 2022 after selling out during the quarter.
  • Center for Financial Planning sold 2,323 IHS Markit Ltd. Common Shares shares in Q1 2022, an estimated $309K.
  • Center for Financial Planning first reported a position in IHS Markit Ltd. Common Shares in Q4 2019 and held it in 9 quarters.
  • Center for Financial Planning's IHS Markit Ltd. Common Shares position peaked at $335K in Q3 2021.
  • 4 funds tracked by Wall St. Rank held IHS Markit Ltd. Common Shares as of Q1 2022.

Based on Center for Financial Planning's 13F filing for Q1 2022, filed 3 May 2022.