LWM
INFO

Lenox Wealth Management’s IHS Markit Ltd. Common Shares INFO Stock Holding History

Lenox Wealth Management’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
Q2 		$160K Buy
2,132
+87
+4% +$5.92K 0.05% 163
2020
Q1 		$122K Buy
+2,045
New +$147K 0.04% 175

Other funds holding INFO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
SGA
Sustainable Growth Advisers Stamford, Connecticut $10.6B AUM 2.6% 1-Year Est. Return

Lenox Wealth Management's INFO Position: Q2 2020 in Review

Lenox Wealth Management increased its IHS Markit Ltd. Common Shares (INFO) stake by 4.3% in Q2 2020, buying an estimated $5.92K and bringing the position to 2,132 shares worth $160K. The position accounts for 0.05% of the portfolio, ranked #163.

Lenox Wealth Management first reported a position in INFO in Q1 2020 and has held it in 2 quarters since. 587 funds tracked by Wall St. Rank hold INFO as of Q2 2020.

  • Lenox Wealth Management held 2,132 shares of IHS Markit Ltd. Common Shares worth $160K as of Q2 2020.
  • Lenox Wealth Management bought 87 IHS Markit Ltd. Common Shares shares in Q2 2020, an estimated $5.92K.
  • IHS Markit Ltd. Common Shares made up 0.05% of Lenox Wealth Management's portfolio in Q2 2020, its #163 holding.
  • Lenox Wealth Management first reported a position in IHS Markit Ltd. Common Shares in Q1 2020 and has held it in 2 quarters since.
  • 587 funds tracked by Wall St. Rank held IHS Markit Ltd. Common Shares as of Q2 2020.

Based on Lenox Wealth Management's 13F filing for Q2 2020, filed 28 Jul 2020.