MWM
INFY icon

Madison Wealth Management’s Infosys INFY Stock Holding History

Madison Wealth Management’s Portfolio INFY Stock Details INFY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$417K Sell
24,350
-56,166
-70% -$958K 0.09% 115
2023
Q2 		$1.29M Buy
+80,516
New +$1.26M 0.26% 88

Other funds holding INFY

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SGA
Sustainable Growth Advisers Stamford, Connecticut $10.6B AUM 2.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Madison Wealth Management's INFY Position: Q3 2023 in Review

Madison Wealth Management reduced its Infosys (INFY) stake by 70% in Q3 2023, selling an estimated $958K and leaving 24,350 shares worth $417K. The position accounts for 0.09% of the portfolio, ranked #115.

Madison Wealth Management first reported a position in INFY in Q2 2023 and has held it in 2 quarters since. The position peaked at $1.29M in Q2 2023. 428 funds tracked by Wall St. Rank hold INFY as of Q3 2023.

  • Madison Wealth Management held 24,350 shares of Infosys worth $417K as of Q3 2023.
  • Madison Wealth Management sold 56,166 Infosys shares in Q3 2023, an estimated $958K.
  • Infosys made up 0.09% of Madison Wealth Management's portfolio in Q3 2023, its #115 holding.
  • Madison Wealth Management first reported a position in Infosys in Q2 2023 and has held it in 2 quarters since.
  • Madison Wealth Management's Infosys position peaked at $1.29M in Q2 2023.
  • 428 funds tracked by Wall St. Rank held Infosys as of Q3 2023.

Based on Madison Wealth Management's 13F filing for Q3 2023, filed 7 Nov 2023.