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

Other funds holding INFO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

UOC

UBS O'Connor Chicago, Illinois $3.76B AUM 62.41% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

PCM

Pentwater Capital Management Naples, Florida $16.4B AUM 55.44% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

Liberty Wealth Management's INFO Position: Q4 2021 in Review

Liberty Wealth Management sold out of IHS Markit Ltd. Common Shares (INFO) in Q4 2021, closing a stake of 755 shares — an estimated $90K sold.

Liberty Wealth Management first reported a position in INFO in Q4 2018 and held it in 12 quarters. The position peaked at $90K in Q3 2021. 744 funds tracked by Wall St. Rank hold INFO as of Q4 2021.

Liberty Wealth Management reported no remaining IHS Markit Ltd. Common Shares position as of Q4 2021 after selling out during the quarter.
Liberty Wealth Management sold 755 IHS Markit Ltd. Common Shares shares in Q4 2021, an estimated $90K.
Liberty Wealth Management first reported a position in IHS Markit Ltd. Common Shares in Q4 2018 and held it in 12 quarters.
Liberty Wealth Management's IHS Markit Ltd. Common Shares position peaked at $90K in Q3 2021.
744 funds tracked by Wall St. Rank held IHS Markit Ltd. Common Shares as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.