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

Geller Advisors's INFO Position: Q1 2022 in Review

Geller Advisors sold out of IHS Markit Ltd. Common Shares (INFO) in Q1 2022, closing a stake of 2,482 shares — an estimated $330K sold.

Geller Advisors first reported a position in INFO in Q3 2019 and held it in 6 quarters. The position peaked at $330K in Q4 2021. 4 funds tracked by Wall St. Rank hold INFO as of Q1 2022.

Geller Advisors reported no remaining IHS Markit Ltd. Common Shares position as of Q1 2022 after selling out during the quarter.
Geller Advisors sold 2,482 IHS Markit Ltd. Common Shares shares in Q1 2022, an estimated $330K.
Geller Advisors first reported a position in IHS Markit Ltd. Common Shares in Q3 2019 and held it in 6 quarters.
Geller Advisors's IHS Markit Ltd. Common Shares position peaked at $330K in Q4 2021.
4 funds tracked by Wall St. Rank held IHS Markit Ltd. Common Shares as of Q1 2022.

Based on Geller Advisors's 13F filing for Q1 2022, filed 13 May 2022.