Key Financial Inc’s IHS Markit Ltd. Common Shares INFO Stock Holding History

Key Financial Inc’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	-14	Closed	-$2K	–	1125
2021 Q4	$2K	Buy	+14	New	+$1.78K	﹤0.01%	861
2020 Q2	–	Sell	-181	Closed	-$11K	–	704
2020 Q1	$11K	Buy	+181	New	+$13K	0.01%	398

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

Key Financial Inc's INFO Position: Q1 2022 in Review

Key Financial Inc sold out of IHS Markit Ltd. Common Shares (INFO) in Q1 2022, closing a stake of 14 shares — an estimated $2K sold.

Key Financial Inc first reported a position in INFO in Q1 2020 and held it in 2 quarters. The position peaked at $11K in Q1 2020. 4 funds tracked by Wall St. Rank hold INFO as of Q1 2022.

Key Financial Inc reported no remaining IHS Markit Ltd. Common Shares position as of Q1 2022 after selling out during the quarter.
Key Financial Inc sold 14 IHS Markit Ltd. Common Shares shares in Q1 2022, an estimated $2K.
Key Financial Inc first reported a position in IHS Markit Ltd. Common Shares in Q1 2020 and held it in 2 quarters.
Key Financial Inc's IHS Markit Ltd. Common Shares position peaked at $11K in Q1 2020.
4 funds tracked by Wall St. Rank held IHS Markit Ltd. Common Shares as of Q1 2022.

Based on Key Financial Inc's 13F filing for Q1 2022, filed 27 Apr 2022.