Creative Planning
INFO

Creative Planning’s IHS Markit Ltd. Common Shares INFO Stock Holding History

Creative 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
-9,013
Closed -$1.2M – 2479
2021
Q4 		$1.2M Buy
9,013
+1,648
+22% +$210K ﹤0.01% 872
2021
Q3 		$859K Buy
7,365
+2,974
+68% +$351K ﹤0.01% 1023
2021
Q2 		$495K Sell
4,391
-1,262
-22% -$134K ﹤0.01% 1287
2021
Q1 		$547K Sell
5,653
-91
-2% -$8.32K ﹤0.01% 1374
2020
Q4 		$516K Buy
5,744
+2,392
+71% +$207K ﹤0.01% 1290
2020
Q3 		$263K Buy
+3,352
New +$267K ﹤0.01% 1507
2020
Q1 		– Sell
-3,992
Closed -$301K – 2151
2019
Q4 		$301K Buy
3,992
+648
+19% +$46.1K ﹤0.01% 1401
2019
Q3 		$224K Buy
+3,344
New +$219K ﹤0.01% 1539
2017
Q3 		– Sell
-635
Closed -$28K – 4062
2017
Q2 		$28K Buy
635
+96
+18% +$4.28K ﹤0.01% 2948
2017
Q1 		$23K Buy
539
+369
+217% +$14.6K ﹤0.01% 3048
2016
Q4 		$6K Sell
170
-163
-49% -$5.86K ﹤0.01% 3890
2016
Q3 		$13K Buy
333
+233
+233% +$8.33K ﹤0.01% 3350
2016
Q2 		$3K Hold
100
– – ﹤0.01% 3933
2016
Q1 		$4K Hold
100
– – ﹤0.01% 3732
2015
Q4 		$3K Sell
100
-75
-43% -$2.23K ﹤0.01% 3945
2015
Q3 		$5K Buy
+175
New +$4.86K ﹤0.01% 3650
2015
Q2 		– Sell
-100
Closed -$3K – 3342
2015
Q1 		$3K Buy
+100
New +$2.64K ﹤0.01% 3790

Other funds holding INFO

WAM
Westport Asset Management Southport, Connecticut $245M AUM 15.03% 1-Year Est. Return
CGL
Clarius Group LLC Seattle, Washington $1.75B AUM 19.04% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 1-Year Est. Return

Creative Planning's INFO Position: Q1 2022 in Review

Creative Planning sold out of IHS Markit Ltd. Common Shares (INFO) in Q1 2022, closing a stake of 9,013 shares — an estimated $1.2M sold.

Creative Planning first reported a position in INFO in Q1 2015 and held it in 17 quarters. The position peaked at $1.2M in Q4 2021. 4 funds tracked by Wall St. Rank hold INFO as of Q1 2022.

  • Creative Planning reported no remaining IHS Markit Ltd. Common Shares position as of Q1 2022 after selling out during the quarter.
  • Creative Planning sold 9,013 IHS Markit Ltd. Common Shares shares in Q1 2022, an estimated $1.2M.
  • Creative Planning first reported a position in IHS Markit Ltd. Common Shares in Q1 2015 and held it in 17 quarters.
  • Creative Planning's IHS Markit Ltd. Common Shares position peaked at $1.2M in Q4 2021.
  • 4 funds tracked by Wall St. Rank held IHS Markit Ltd. Common Shares as of Q1 2022.

Based on Creative Planning's 13F filing for Q1 2022, filed 16 May 2022.