Jones Financial Companies
INFO

Jones Financial Companies’s IHS Markit Ltd. Common Shares INFO Stock Holding History

Jones Financial Companies’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
-107
Closed -$14K – 873
2021
Q4 		$14K Buy
107
+54
+102% +$6.88K ﹤0.01% 517
2021
Q3 		$6K Hold
53
– – ﹤0.01% 567
2021
Q2 		$6K Buy
53
+11
+26% +$1.17K ﹤0.01% 552
2021
Q1 		$4K Sell
42
-164
-80% -$15K ﹤0.01% 687
2020
Q4 		$19K Buy
+206
New +$17.8K ﹤0.01% 374

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