IFAM
INFO

Institutional & Family Asset Management’s IHS Markit Ltd. Common Shares INFO Stock Holding History

Institutional & Family Asset 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
-390
Closed -$52K – 858
2021
Q4 		$52K Hold
390
– – 0.01% 265
2021
Q3 		$45K Sell
390
-9
-2% -$1.06K 0.01% 344
2021
Q2 		$45K Sell
399
-4
-1% -$424 0.01% 349
2021
Q1 		$39K Sell
403
-1
-0.2% -$91 0.01% 397
2020
Q4 		$36K Sell
404
-22
-5% -$1.91K 0.01% 371
2020
Q3 		$33K Hold
426
– – 0.01% 335
2020
Q2 		$32K Sell
426
-13
-3% -$885 0.01% 350
2020
Q1 		$26K Sell
439
-32
-7% -$2.3K 0.01% 339
2019
Q4 		$35K Sell
471
-2
-0.4% -$142 0.01% 359
2019
Q3 		$32K Sell
473
-10
-2% -$654 0.01% 346
2019
Q2 		$31K Buy
483
+53
+12% +$3.04K 0.01% 366
2019
Q1 		$23K Buy
430
+171
+66% +$8.95K ﹤0.01% 413
2018
Q4 		$12K Buy
+259
New +$13.2K ﹤0.01% 454

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

Institutional & Family Asset Management's INFO Position: Q1 2022 in Review

Institutional & Family Asset Management sold out of IHS Markit Ltd. Common Shares (INFO) in Q1 2022, closing a stake of 390 shares — an estimated $52K sold.

Institutional & Family Asset Management first reported a position in INFO in Q4 2018 and held it in 13 quarters. The position peaked at $52K in Q4 2021. 4 funds tracked by Wall St. Rank hold INFO as of Q1 2022.

  • Institutional & Family Asset Management reported no remaining IHS Markit Ltd. Common Shares position as of Q1 2022 after selling out during the quarter.
  • Institutional & Family Asset Management sold 390 IHS Markit Ltd. Common Shares shares in Q1 2022, an estimated $52K.
  • Institutional & Family Asset Management first reported a position in IHS Markit Ltd. Common Shares in Q4 2018 and held it in 13 quarters.
  • Institutional & Family Asset Management's IHS Markit Ltd. Common Shares position peaked at $52K in Q4 2021.
  • 4 funds tracked by Wall St. Rank held IHS Markit Ltd. Common Shares as of Q1 2022.

Based on Institutional & Family Asset Management's 13F filing for Q1 2022, filed 11 May 2022.