Marks Group Wealth Management’s IHS Markit Ltd. Common Shares INFO Stock Holding History

Marks Group 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 Q2	–	Sell	-120,165	Closed	-$11.6M	–	279
2021 Q1	$11.6M	Buy	120,165 +23,544	+24%	+$2.15M	1.72%	4
2020 Q4	$8.68M	Buy	96,621 +2,651	+3%	+$230K	1.35%	8
2020 Q3	$7.38M	Buy	93,970 +40,024	+74%	+$3.19M	1.33%	9
2020 Q2	$4.08M	Buy	53,946 +8,062	+18%	+$549K	0.83%	53
2020 Q1	$2.75M	Buy	45,884 +7,845	+21%	+$565K	0.71%	70
2019 Q4	$2.87M	Buy	+38,039	New	+$2.71M	0.56%	81

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 $3.37T AUM 44.26% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 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

Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return

HBK Investments Dallas, Texas $10.2B AUM 67.73% 1-Year Est. Return

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

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Marks Group Wealth Management's INFO Position: Q2 2021 in Review

Marks Group Wealth Management sold out of IHS Markit Ltd. Common Shares (INFO) in Q2 2021, closing a stake of 120,165 shares — an estimated $11.6M sold.

Marks Group Wealth Management first reported a position in INFO in Q4 2019 and held it in 6 quarters. The position peaked at $11.6M in Q1 2021. 675 funds tracked by Wall St. Rank hold INFO as of Q2 2021.

Marks Group Wealth Management reported no remaining IHS Markit Ltd. Common Shares position as of Q2 2021 after selling out during the quarter.
Marks Group Wealth Management sold 120,165 IHS Markit Ltd. Common Shares shares in Q2 2021, an estimated $11.6M.
Marks Group Wealth Management first reported a position in IHS Markit Ltd. Common Shares in Q4 2019 and held it in 6 quarters.
Marks Group Wealth Management's IHS Markit Ltd. Common Shares position peaked at $11.6M in Q1 2021.
675 funds tracked by Wall St. Rank held IHS Markit Ltd. Common Shares as of Q2 2021.

Based on Marks Group Wealth Management's 13F filing for Q2 2021, filed 10 Aug 2021.