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Kozak & Associates’s Infosys INFY Stock Holding History

Kozak & Associates’s Portfolio INFY Stock Details INFY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-6,400
Closed -$112K – 361
2023
Q1 		$112K Hold
6,400
– – 0.05% 101
2022
Q4 		$115K Hold
6,400
– – 0.06% 98
2022
Q3 		$110K Hold
6,400
– – 0.07% 100
2022
Q2 		$118K Hold
6,400
– – 0.08% 99
2022
Q1 		$153K Hold
6,400
– – 0.1% 89
2021
Q4 		$153K Hold
6,400
– – 0.1% 89
2021
Q3 		$151K Buy
+6,400
New +$145K 0.09% 88

Other funds holding INFY

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
SGA
Sustainable Growth Advisers Stamford, Connecticut $10.6B AUM 2.6% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $70.2B AUM 29.99% 1-Year Est. Return

Kozak & Associates's INFY Position: Q2 2023 in Review

Kozak & Associates sold out of Infosys (INFY) in Q2 2023, closing a stake of 6,400 shares — an estimated $112K sold.

Kozak & Associates first reported a position in INFY in Q3 2021 and held it in 7 quarters. The position peaked at $153K in Q1 2022. 431 funds tracked by Wall St. Rank hold INFY as of Q2 2023.

  • Kozak & Associates reported no remaining Infosys position as of Q2 2023 after selling out during the quarter.
  • Kozak & Associates sold 6,400 Infosys shares in Q2 2023, an estimated $112K.
  • Kozak & Associates first reported a position in Infosys in Q3 2021 and held it in 7 quarters.
  • Kozak & Associates's Infosys position peaked at $153K in Q1 2022.
  • 431 funds tracked by Wall St. Rank held Infosys as of Q2 2023.

Based on Kozak & Associates's 13F filing for Q2 2023, filed 5 Jul 2023.