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Lumature Wealth Partners’s IHS Markit Ltd. Common Shares INFO Stock Holding History

Lumature Wealth Partners’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
2022
Q1 		– Sell
-3,008
Closed -$400K – 434
2021
Q4 		$400K Buy
3,008
+204
+7% +$26K 0.16% 106
2021
Q3 		$327K Buy
2,804
+331
+13% +$39.1K 0.13% 113
2021
Q2 		$279K Buy
2,473
+897
+57% +$95.2K 0.12% 118
2021
Q1 		$153K Buy
+1,576
New +$144K 0.08% 142

Other funds holding INFO

WAM
Westport Asset Management Southport, Connecticut $245M AUM 15.03% 1-Year Est. Return
CGL
Clarius Group LLC Seattle, Washington $1.75B AUM 19.04% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 1-Year Est. Return

Lumature Wealth Partners's INFO Position: Q1 2022 in Review

Lumature Wealth Partners sold out of IHS Markit Ltd. Common Shares (INFO) in Q1 2022, closing a stake of 3,008 shares — an estimated $400K sold.

Lumature Wealth Partners first reported a position in INFO in Q1 2021 and held it in 4 quarters. The position peaked at $400K in Q4 2021. 4 funds tracked by Wall St. Rank hold INFO as of Q1 2022.

  • Lumature Wealth Partners reported no remaining IHS Markit Ltd. Common Shares position as of Q1 2022 after selling out during the quarter.
  • Lumature Wealth Partners sold 3,008 IHS Markit Ltd. Common Shares shares in Q1 2022, an estimated $400K.
  • Lumature Wealth Partners first reported a position in IHS Markit Ltd. Common Shares in Q1 2021 and held it in 4 quarters.
  • Lumature Wealth Partners's IHS Markit Ltd. Common Shares position peaked at $400K in Q4 2021.
  • 4 funds tracked by Wall St. Rank held IHS Markit Ltd. Common Shares as of Q1 2022.

Based on Lumature Wealth Partners's 13F filing for Q1 2022, filed 13 May 2022.