Morton Brown Family Wealth’s IHS Markit Ltd. Common Shares INFO Stock Holding History

Morton Brown Family Wealth’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	-16	Closed	-$2K	–	220
2021 Q4	$2K	Buy	+16	New	+$2.04K	﹤0.01%	178

Other funds holding INFO

WAM

Westport Asset Management Southport, Connecticut $226M AUM 16.76% 1-Year Est. Return

CGL

Clarius Group LLC Seattle, Washington $1.75B AUM 19.04% 1-Year Est. Return

PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return

Morton Brown Family Wealth's INFO Position: Q1 2022 in Review

Morton Brown Family Wealth sold out of IHS Markit Ltd. Common Shares (INFO) in Q1 2022, closing a stake of 16 shares — an estimated $2K sold.

Morton Brown Family Wealth first reported a position in INFO in Q4 2021 and held it in 1 quarter. The position peaked at $2K in Q4 2021. 4 funds tracked by Wall St. Rank hold INFO as of Q1 2022.

Morton Brown Family Wealth reported no remaining IHS Markit Ltd. Common Shares position as of Q1 2022 after selling out during the quarter.
Morton Brown Family Wealth sold 16 IHS Markit Ltd. Common Shares shares in Q1 2022, an estimated $2K.
Morton Brown Family Wealth first reported a position in IHS Markit Ltd. Common Shares in Q4 2021 and held it in 1 quarter.
Morton Brown Family Wealth's IHS Markit Ltd. Common Shares position peaked at $2K in Q4 2021.
4 funds tracked by Wall St. Rank held IHS Markit Ltd. Common Shares as of Q1 2022.

Based on Morton Brown Family Wealth's 13F filing for Q1 2022, filed 20 Apr 2022.