Forum Financial Management
INFO icon

Forum Financial Management’s IHS Markit Ltd. Common Shares INFO Stock Holding History

Forum Financial Management’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
-3,663
Closed -$487K – 692
2021
Q4 		$487K Buy
+3,663
New +$466K 0.03% 258

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
PGGM Investments
PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 1-Year Est. Return

Forum Financial Management's INFO Position: Q1 2022 in Review

Forum Financial Management sold out of IHS Markit Ltd. Common Shares (INFO) in Q1 2022, closing a stake of 3,663 shares — an estimated $487K sold.

Forum Financial Management first reported a position in INFO in Q4 2021 and held it in 1 quarter. The position peaked at $487K in Q4 2021. 4 funds tracked by Wall St. Rank hold INFO as of Q1 2022.

  • Forum Financial Management reported no remaining IHS Markit Ltd. Common Shares position as of Q1 2022 after selling out during the quarter.
  • Forum Financial Management sold 3,663 IHS Markit Ltd. Common Shares shares in Q1 2022, an estimated $487K.
  • Forum Financial Management first reported a position in IHS Markit Ltd. Common Shares in Q4 2021 and held it in 1 quarter.
  • Forum Financial Management's IHS Markit Ltd. Common Shares position peaked at $487K in Q4 2021.
  • 4 funds tracked by Wall St. Rank held IHS Markit Ltd. Common Shares as of Q1 2022.

Based on Forum Financial Management's 13F filing for Q1 2022, filed 16 May 2022.