Loring Wolcott & Coolidge Fiduciary Advisors’s IHS Markit Ltd. Common Shares INFO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | 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 | $1.6M | 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% | -$91.7K | 0.01% | 137 |
|
|
2020
Q2 | $1.13M | Sell |
14,917
-12,409
| -45% | -$845K | 0.02% | 129 |
|
|
2020
Q1 | $1.64M | Sell |
27,326
-1,815
| -6% | -$131K | 0.03% | 113 |
|
|
2019
Q4 | $2.2M | Hold |
29,141
| – | – | 0.03% | 112 |
|
|
2019
Q3 | $1.95M | Sell |
29,141
-230
| -0.8% | -$15K | 0.03% | 116 |
|
|
2019
Q2 | $1.87M | Buy |
29,371
+102
| +0.3% | +$5.86K | 0.03% | 119 |
|
|
2019
Q1 | $1.59M | Sell |
29,269
-8,960
| -23% | -$469K | 0.02% | 127 |
|
|
2018
Q4 | $1.83M | Sell |
38,229
-55
| -0.1% | -$2.81K | 0.03% | 117 |
|
|
2018
Q3 | $2.07M | Hold |
38,284
| – | – | 0.03% | 123 |
|
|
2018
Q2 | $1.98M | Buy |
38,284
+5,873
| +18% | +$294K | 0.03% | 121 |
|
|
2018
Q1 | $1.56M | Buy |
32,411
+3,737
| +13% | +$177K | 0.03% | 133 |
|
|
2017
Q4 | $1.29M | 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% | +$51.3K | 0.03% | 136 |
|
|
2017
Q1 | $1.16M | Hold |
27,524
| – | – | 0.02% | 145 |
|
|
2016
Q4 | $975K | Sell |
27,524
-3,405
| -11% | -$122K | 0.02% | 154 |
|
|
2016
Q3 | $1.16M | Buy |
+30,929
| New | +$1.11M | 0.03% | 146 |
|
Other funds holding INFO
Loring Wolcott & Coolidge Fiduciary Advisors's INFO Position: Q1 2022 in Review
Loring Wolcott & Coolidge Fiduciary Advisors sold out of IHS Markit Ltd. Common Shares (INFO) in Q1 2022, closing a stake of 13,765 shares — an estimated $1.83M sold.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in INFO in Q3 2016 and held it in 22 quarters. The position peaked at $2.2M in Q4 2019. 4 funds tracked by Wall St. Rank hold INFO as of Q1 2022.
- Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining IHS Markit Ltd. Common Shares position as of Q1 2022 after selling out during the quarter.
- Loring Wolcott & Coolidge Fiduciary Advisors sold 13,765 IHS Markit Ltd. Common Shares shares in Q1 2022, an estimated $1.83M.
- Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in IHS Markit Ltd. Common Shares in Q3 2016 and held it in 22 quarters.
- Loring Wolcott & Coolidge Fiduciary Advisors's IHS Markit Ltd. Common Shares position peaked at $2.2M in Q4 2019.
- 4 funds tracked by Wall St. Rank held IHS Markit Ltd. Common Shares as of Q1 2022.
Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q1 2022, filed 13 Apr 2022.