HGWM
INFO

Harvest Group Wealth Management’s IHS Markit Ltd. Common Shares INFO Stock Holding History

Harvest Group Wealth 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
2021
Q1 		– Sell
-329
Closed -$30K – 798
2020
Q4 		$30K Hold
329
– – 0.02% 148
2020
Q3 		$26K Buy
+329
New +$26.2K 0.02% 149

Other funds holding INFO

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
SGA
Sustainable Growth Advisers Stamford, Connecticut $10.6B AUM 2.6% 1-Year Est. Return

Harvest Group Wealth Management's INFO Position: Q1 2021 in Review

Harvest Group Wealth Management sold out of IHS Markit Ltd. Common Shares (INFO) in Q1 2021, closing a stake of 329 shares — an estimated $30K sold.

Harvest Group Wealth Management first reported a position in INFO in Q3 2020 and held it in 2 quarters. The position peaked at $30K in Q4 2020. 659 funds tracked by Wall St. Rank hold INFO as of Q1 2021.

  • Harvest Group Wealth Management reported no remaining IHS Markit Ltd. Common Shares position as of Q1 2021 after selling out during the quarter.
  • Harvest Group Wealth Management sold 329 IHS Markit Ltd. Common Shares shares in Q1 2021, an estimated $30K.
  • Harvest Group Wealth Management first reported a position in IHS Markit Ltd. Common Shares in Q3 2020 and held it in 2 quarters.
  • Harvest Group Wealth Management's IHS Markit Ltd. Common Shares position peaked at $30K in Q4 2020.
  • 659 funds tracked by Wall St. Rank held IHS Markit Ltd. Common Shares as of Q1 2021.

Based on Harvest Group Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.