Obermeyer Wealth Partners’s IHS Markit Ltd. Common Shares INFO Stock Holding History

Obermeyer Wealth Partners’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	-3,023	Closed	-$402K	–	247
2021 Q4	$402K	Hold	3,023	–	–	0.02%	135
2021 Q3	$353K	Hold	3,023	–	–	0.02%	149
2021 Q2	$341K	Hold	3,023	–	–	0.02%	157
2021 Q1	$293K	Buy	+3,023	New	+$276K	0.02%	167

Other funds holding INFO

WAM

Westport Asset Management Southport, Connecticut $245M AUM 15.03% 1-Year Est. Return

CGL

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

PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 1-Year Est. Return

Obermeyer Wealth Partners's INFO Position: Q1 2022 in Review

Obermeyer Wealth Partners sold out of IHS Markit Ltd. Common Shares (INFO) in Q1 2022, closing a stake of 3,023 shares — an estimated $402K sold.

Obermeyer Wealth Partners first reported a position in INFO in Q1 2021 and held it in 4 quarters. The position peaked at $402K in Q4 2021. 4 funds tracked by Wall St. Rank hold INFO as of Q1 2022.

Obermeyer Wealth Partners reported no remaining IHS Markit Ltd. Common Shares position as of Q1 2022 after selling out during the quarter.
Obermeyer Wealth Partners sold 3,023 IHS Markit Ltd. Common Shares shares in Q1 2022, an estimated $402K.
Obermeyer Wealth Partners first reported a position in IHS Markit Ltd. Common Shares in Q1 2021 and held it in 4 quarters.
Obermeyer Wealth Partners's IHS Markit Ltd. Common Shares position peaked at $402K in Q4 2021.
4 funds tracked by Wall St. Rank held IHS Markit Ltd. Common Shares as of Q1 2022.

Based on Obermeyer Wealth Partners's 13F filing for Q1 2022, filed 16 May 2022.