LPT
INFO

Legacy Private Trust’s IHS Markit Ltd. Common Shares INFO Stock Holding History

Legacy Private Trust’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
2020
Q1 		– Sell
-4,700
Closed -$354K – 238
2019
Q4 		$354K Hold
4,700
– – 0.04% 190
2019
Q3 		$314K Hold
4,700
– – 0.04% 201
2019
Q2 		$299K Buy
+4,700
New +$270K 0.03% 206

Other funds holding INFO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Legacy Private Trust's INFO Position: Q1 2020 in Review

Legacy Private Trust sold out of IHS Markit Ltd. Common Shares (INFO) in Q1 2020, closing a stake of 4,700 shares — an estimated $354K sold.

Legacy Private Trust first reported a position in INFO in Q2 2019 and held it in 3 quarters. The position peaked at $354K in Q4 2019. 554 funds tracked by Wall St. Rank hold INFO as of Q1 2020.

  • Legacy Private Trust reported no remaining IHS Markit Ltd. Common Shares position as of Q1 2020 after selling out during the quarter.
  • Legacy Private Trust sold 4,700 IHS Markit Ltd. Common Shares shares in Q1 2020, an estimated $354K.
  • Legacy Private Trust first reported a position in IHS Markit Ltd. Common Shares in Q2 2019 and held it in 3 quarters.
  • Legacy Private Trust's IHS Markit Ltd. Common Shares position peaked at $354K in Q4 2019.
  • 554 funds tracked by Wall St. Rank held IHS Markit Ltd. Common Shares as of Q1 2020.

Based on Legacy Private Trust's 13F filing for Q1 2020, filed 23 Apr 2020.