OFA
INFO

Oak Family Advisors’s IHS Markit Ltd. Common Shares INFO Stock Holding History

Oak Family Advisors’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
-4,230
Closed -$562K – 165
2021
Q4 		$562K Sell
4,230
-634
-13% -$80.7K 0.21% 76
2021
Q3 		$567K Buy
4,864
+14
+0.3% +$1.65K 0.21% 69
2021
Q2 		$546K Buy
4,850
+212
+5% +$22.5K 0.23% 60
2021
Q1 		$449K Buy
4,638
+983
+27% +$89.9K 0.2% 65
2020
Q4 		$328K Buy
+3,655
New +$317K 0.17% 77

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