Pathstone Family Office’s Infosys INFY Stock Holding History

Pathstone Family Office’s Portfolio INFY Stock Details INFY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$895K	Buy	40,874 +12,177	+42%	+$208K	0.01%	766
2023 Q2	$651K	Sell	28,697 -192	-0.7%	-$3K	0.01%	640
2023 Q1	$504K	Sell	28,889 -14,223	-33%	-$259K	0.01%	694
2022 Q4	$776K	Hold	43,112	–	–	0.01%	902
2022 Q3	$1.12M	Buy	43,112 +24,008	+126%	+$449K	0.01%	674
2022 Q2	$354K	Hold	19,104	–	–	0.01%	718
2022 Q1	$759K	Sell	19,104 -220	-1%	-$5.21K	0.02%	402
2021 Q4	$490K	Buy	19,324 +220	+1%	+$5.11K	0.01%	563
2021 Q3	$425K	Buy	19,104 +2,485	+15%	+$56.2K	0.01%	571
2021 Q2	$352K	Buy	16,619 +3,400	+26%	+$65K	0.01%	587
2021 Q1	$247K	Buy	+13,219	New	+$239K	0.01%	544

Other funds holding INFY

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

SGA

Sustainable Growth Advisers Stamford, Connecticut $10.6B AUM 2.6% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Pathstone Family Office's INFY Position: Q3 2023 in Review

Pathstone Family Office increased its Infosys (INFY) stake by 42% in Q3 2023, buying an estimated $208K and bringing the position to 40,874 shares worth $895K. The position accounts for 0.01% of the portfolio, ranked #766.

Pathstone Family Office first reported a position in INFY in Q1 2021 and has held it in 11 quarters since. The position peaked at $1.12M in Q3 2022. 427 funds tracked by Wall St. Rank hold INFY as of Q3 2023.

Pathstone Family Office held 40,874 shares of Infosys worth $895K as of Q3 2023.
Pathstone Family Office bought 12,177 Infosys shares in Q3 2023, an estimated $208K.
Infosys made up 0.01% of Pathstone Family Office's portfolio in Q3 2023, its #766 holding.
Pathstone Family Office first reported a position in Infosys in Q1 2021 and has held it in 11 quarters since.
Pathstone Family Office's Infosys position peaked at $1.12M in Q3 2022.
427 funds tracked by Wall St. Rank held Infosys as of Q3 2023.

Based on Pathstone Family Office's 13F filing for Q3 2023, filed 8 Nov 2023.