KA
INFO

Kaizen Advisory’s IHS Markit Ltd. Common Shares INFO Stock Holding History

Kaizen Advisory’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
2018
Q4 		$45K Buy
943
+82
+10% +$4.2K 0.03% 345
2018
Q3 		$46K Hold
861
– – 0.02% 352
2018
Q2 		$44K Buy
861
+514
+148% +$25.7K 0.02% 367
2018
Q1 		$17K Hold
347
– – 0.02% 369
2017
Q4 		$16K Buy
+347
New +$15.3K 0.01% 369

Other funds holding INFO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
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
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Kaizen Advisory's INFO Position: Q4 2018 in Review

Kaizen Advisory increased its IHS Markit Ltd. Common Shares (INFO) stake by 9.5% in Q4 2018, buying an estimated $4.2K and bringing the position to 943 shares worth $45K. The position accounts for 0.03% of the portfolio, ranked #345.

Kaizen Advisory first reported a position in INFO in Q4 2017 and has held it in 5 quarters since. The position peaked at $46K in Q3 2018. 454 funds tracked by Wall St. Rank hold INFO as of Q4 2018.

  • Kaizen Advisory held 943 shares of IHS Markit Ltd. Common Shares worth $45K as of Q4 2018.
  • Kaizen Advisory bought 82 IHS Markit Ltd. Common Shares shares in Q4 2018, an estimated $4.2K.
  • IHS Markit Ltd. Common Shares made up 0.03% of Kaizen Advisory's portfolio in Q4 2018, its #345 holding.
  • Kaizen Advisory first reported a position in IHS Markit Ltd. Common Shares in Q4 2017 and has held it in 5 quarters since.
  • Kaizen Advisory's IHS Markit Ltd. Common Shares position peaked at $46K in Q3 2018.
  • 454 funds tracked by Wall St. Rank held IHS Markit Ltd. Common Shares as of Q4 2018.

Based on Kaizen Advisory's 13F filing for Q4 2018, filed 15 Feb 2019.