Outlook Wealth Advisors’s IHS Markit Ltd. Common Shares INFO Stock Holding History

Outlook Wealth 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	-9,347	Closed	-$1.24M	–	215
2021 Q4	$1.24M	Sell	9,347 -2	-0%	-$255	0.36%	58
2021 Q3	$1.09M	Buy	9,349 +2	+0%	+$236	0.36%	68
2021 Q2	$1.05M	Hold	9,347	–	–	0.34%	74
2021 Q1	$905K	Hold	9,347	–	–	0.31%	75
2020 Q4	$840K	Sell	9,347 -1,265	-12%	-$110K	0.31%	79
2020 Q3	$833K	Hold	10,612	–	–	0.33%	64
2020 Q2	$801K	Sell	10,612 -10,612	-50%	-$722K	0.34%	66
2020 Q1	$1.27M	Buy	21,224 +7,882	+59%	+$567K	0.72%	36
2019 Q4	$1M	Buy	13,342 +6,828	+105%	+$486K	0.57%	38
2019 Q3	$436K	Sell	6,514 -579	-8%	-$37.8K	0.26%	89
2019 Q2	$452K	Buy	+7,093	New	+$407K	0.3%	82
2019 Q1	–	Sell	-14,190	Closed	-$681K	–	194
2018 Q4	$681K	Buy	+14,190	New	+$726K	0.31%	78

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

Outlook Wealth Advisors's INFO Position: Q1 2022 in Review

Outlook Wealth Advisors sold out of IHS Markit Ltd. Common Shares (INFO) in Q1 2022, closing a stake of 9,347 shares — an estimated $1.24M sold.

Outlook Wealth Advisors first reported a position in INFO in Q4 2018 and held it in 12 quarters. The position peaked at $1.27M in Q1 2020. 4 funds tracked by Wall St. Rank hold INFO as of Q1 2022.

Outlook Wealth Advisors reported no remaining IHS Markit Ltd. Common Shares position as of Q1 2022 after selling out during the quarter.
Outlook Wealth Advisors sold 9,347 IHS Markit Ltd. Common Shares shares in Q1 2022, an estimated $1.24M.
Outlook Wealth Advisors first reported a position in IHS Markit Ltd. Common Shares in Q4 2018 and held it in 12 quarters.
Outlook Wealth Advisors's IHS Markit Ltd. Common Shares position peaked at $1.27M in Q1 2020.
4 funds tracked by Wall St. Rank held IHS Markit Ltd. Common Shares as of Q1 2022.

Based on Outlook Wealth Advisors's 13F filing for Q1 2022, filed 13 May 2022.