GA
INFO

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

Geller 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
2022
Q1 		– Sell
-2,482
Closed -$330K – 191
2021
Q4 		$330K Buy
2,482
+2
+0.1% +$255 0.06% 109
2021
Q3 		$289K Sell
2,480
-60
-2% -$7.08K 0.06% 108
2021
Q2 		$286K Buy
2,540
+286
+13% +$30.3K 0.06% 98
2021
Q1 		$218K Buy
2,254
+135
+6% +$12.3K 0.05% 115
2020
Q4 		$209K Buy
+2,119
New +$184K 0.05% 109
2019
Q4 		– Sell
-2,996
Closed -$200K – 78
2019
Q3 		$200K Buy
+2,996
New +$196K 0.07% 67

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