MGWM
INFO

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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $29.7B AUM 13.98% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $7.94B AUM 55.6% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 1-Year Est. Return