NFG
INFO

Next Financial Group’s IHS Markit Ltd. Common Shares INFO Stock Holding History

Next Financial Group’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
Q4 		$1.09M Sell
8,210
-615
-7% -$78.3K 0.07% 307
2021
Q3 		$1.03M Buy
8,825
+96
+1% +$11.3K 0.08% 269
2021
Q2 		$983K Buy
8,729
+16
+0.2% +$1.7K 0.08% 265
2021
Q1 		$843K Buy
8,713
+448
+5% +$41K 0.07% 276
2020
Q4 		$742K Buy
8,265
+1,037
+14% +$89.8K 0.07% 274
2020
Q3 		$567K Buy
7,228
+4,287
+146% +$341K 0.06% 300
2020
Q2 		$222K Sell
2,941
-234
-7% -$15.9K 0.03% 508
2020
Q1 		$191K Buy
3,175
+274
+9% +$19.7K 0.02% 550
2019
Q4 		$219K Buy
2,901
+306
+12% +$21.8K 0.02% 675
2019
Q3 		$174K Buy
2,595
+417
+19% +$27.3K 0.02% 722
2019
Q2 		$139K Buy
2,178
+98
+5% +$5.63K 0.01% 788
2019
Q1 		$113K Buy
2,080
+1,975
+1,881% +$103K 0.03% 506
2018
Q4 		$5K Buy
+105
New +$5.37K ﹤0.01% 1570

Other funds holding INFO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 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
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

Next Financial Group's INFO Position: Q4 2021 in Review

Next Financial Group reduced its IHS Markit Ltd. Common Shares (INFO) stake by 7% in Q4 2021, selling an estimated $78.3K and leaving 8,210 shares worth $1.09M. The position accounts for 0.07% of the portfolio, ranked #307.

Next Financial Group first reported a position in INFO in Q4 2018 and has held it in 13 quarters since. 745 funds tracked by Wall St. Rank hold INFO as of Q4 2021.

  • Next Financial Group held 8,210 shares of IHS Markit Ltd. Common Shares worth $1.09M as of Q4 2021.
  • Next Financial Group sold 615 IHS Markit Ltd. Common Shares shares in Q4 2021, an estimated $78.3K.
  • IHS Markit Ltd. Common Shares made up 0.07% of Next Financial Group's portfolio in Q4 2021, its #307 holding.
  • Next Financial Group first reported a position in IHS Markit Ltd. Common Shares in Q4 2018 and has held it in 13 quarters since.
  • 745 funds tracked by Wall St. Rank held IHS Markit Ltd. Common Shares as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.