LWM
INFO

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

Liberty 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
2021
Q4 		– Sell
-755
Closed -$90K – 1215
2021
Q3 		$90K Buy
755
+447
+145% +$52.8K 0.03% 311
2021
Q2 		$35K Sell
308
-29
-9% -$3.08K 0.01% 395
2021
Q1 		$29K Hold
337
– – 0.01% 395
2020
Q4 		$29K Sell
337
-5
-1% -$433 0.01% 392
2020
Q3 		$27K Sell
342
-69
-17% -$5.5K 0.02% 356
2020
Q2 		$31K Buy
411
+35
+9% +$2.38K 0.02% 314
2020
Q1 		$23K Sell
376
-30
-7% -$2.16K 0.02% 342
2019
Q4 		$31K Buy
406
+10
+3% +$712 0.02% 342
2019
Q3 		$26K Buy
396
+13
+3% +$850 0.02% 358
2019
Q2 		$24K Buy
383
+19
+5% +$1.09K 0.02% 387
2019
Q1 		$19K Buy
364
+136
+60% +$7.12K 0.01% 356
2018
Q4 		$10K Buy
+228
New +$11.7K 0.01% 438

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State Street
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UOC
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Wellington Management Group
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $14.1B AUM 58.13% 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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return