EWA
INFO

Evolution Wealth Advisors’s IHS Markit Ltd. Common Shares INFO Stock Holding History

Evolution Wealth 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
Q4 		– Sell
-41
Closed -$5K – 676
2021
Q3 		$5K Hold
41
– – ﹤0.01% 532
2021
Q2 		$5K Hold
41
– – ﹤0.01% 533
2021
Q1 		$4K Hold
41
– – ﹤0.01% 581
2020
Q4 		$4K Hold
41
– – ﹤0.01% 499
2020
Q3 		$3K Hold
41
– – ﹤0.01% 522
2020
Q2 		$3K Buy
+41
New +$2.79K ﹤0.01% 460
2020
Q1 		– Sell
-65
Closed -$5K – 671
2019
Q4 		$5K Buy
65
+24
+59% +$1.71K ﹤0.01% 417
2019
Q3 		$3K Hold
41
– – ﹤0.01% 385
2019
Q2 		$3K Buy
+41
New +$2.35K ﹤0.01% 374

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State Street
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UOC
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Wellington Management Group
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PCM
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Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return