LWCFA
INFO

Loring Wolcott & Coolidge Fiduciary Advisors’s IHS Markit Ltd. Common Shares INFO Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2022
Q1
Sell
-13,765
Closed -$1.83M 739
2021
Q4
$1.83M Hold
13,765
0.02% 135
2021
Q3
$1.61M Hold
13,765
0.02% 136
2021
Q2
$1.55M Hold
13,765
0.02% 147
2021
Q1
$1.33M Hold
13,765
0.01% 143
2020
Q4
$1.24M Hold
13,765
0.01% 145
2020
Q3
$1.08M Sell
13,765
-1,152
-8% -$90.5K 0.01% 137
2020
Q2
$1.13M Sell
14,917
-12,409
-45% -$937K 0.02% 129
2020
Q1
$1.64M Sell
27,326
-1,815
-6% -$109K 0.03% 113
2019
Q4
$2.2M Hold
29,141
0.03% 112
2019
Q3
$1.95M Sell
29,141
-230
-0.8% -$15.4K 0.03% 116
2019
Q2
$1.87M Buy
29,371
+102
+0.3% +$6.5K 0.03% 119
2019
Q1
$1.59M Sell
29,269
-8,960
-23% -$487K 0.02% 127
2018
Q4
$1.83M Sell
38,229
-55
-0.1% -$2.64K 0.03% 117
2018
Q3
$2.07M Hold
38,284
0.03% 123
2018
Q2
$1.98M Buy
38,284
+5,873
+18% +$303K 0.03% 121
2018
Q1
$1.56M Buy
32,411
+3,737
+13% +$180K 0.03% 133
2017
Q4
$1.3M Hold
28,674
0.02% 148
2017
Q3
$1.26M Hold
28,674
0.02% 144
2017
Q2
$1.34M Buy
28,674
+1,150
+4% +$53.7K 0.03% 136
2017
Q1
$1.16M Hold
27,524
0.02% 145
2016
Q4
$975K Sell
27,524
-3,405
-11% -$121K 0.02% 154
2016
Q3
$1.16M Buy
+30,929
New +$1.16M 0.03% 146