PWP
INFO

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

Private 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
-34,753
Closed -$4.62M – 87
2021
Q4 		$4.62M Sell
34,753
-250
-0.7% -$31.8K 0.39% 45
2021
Q3 		$4.08M Hold
35,003
– – 0.38% 46
2021
Q2 		$3.94M Sell
35,003
-16,000
-31% -$1.7M 0.36% 46
2021
Q1 		$4.94M Sell
51,003
-695
-1% -$63.5K 0.52% 42
2020
Q4 		$4.64M Sell
51,698
-3,152
-6% -$273K 0.5% 40
2020
Q3 		$4.31M Sell
54,850
-3,516
-6% -$280K 0.5% 40
2020
Q2 		$4.41M Sell
58,366
-4,000
-6% -$272K 0.6% 37
2020
Q1 		$3.74M Sell
62,366
-19,568
-24% -$1.41M 0.63% 34
2019
Q4 		$6.17M Sell
81,934
-867
-1% -$61.7K 0.84% 35
2019
Q3 		$5.54M Sell
82,801
-2,538
-3% -$166K 0.86% 31
2019
Q2 		$5.44M Buy
85,339
+6,419
+8% +$369K 0.84% 31
2019
Q1 		$4.29M Buy
+78,920
New +$4.13M 0.71% 38

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

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

Private Wealth Partners sold out of IHS Markit Ltd. Common Shares (INFO) in Q1 2022, closing a stake of 34,753 shares — an estimated $4.62M sold.

Private Wealth Partners first reported a position in INFO in Q1 2019 and held it in 12 quarters. The position peaked at $6.17M in Q4 2019. 4 funds tracked by Wall St. Rank hold INFO as of Q1 2022.

  • Private Wealth Partners reported no remaining IHS Markit Ltd. Common Shares position as of Q1 2022 after selling out during the quarter.
  • Private Wealth Partners sold 34,753 IHS Markit Ltd. Common Shares shares in Q1 2022, an estimated $4.62M.
  • Private Wealth Partners first reported a position in IHS Markit Ltd. Common Shares in Q1 2019 and held it in 12 quarters.
  • Private Wealth Partners's IHS Markit Ltd. Common Shares position peaked at $6.17M in Q4 2019.
  • 4 funds tracked by Wall St. Rank held IHS Markit Ltd. Common Shares as of Q1 2022.

Based on Private Wealth Partners's 13F filing for Q1 2022, filed 2 May 2022.