SSWM
INFO

Sheets Smith Wealth Management’s IHS Markit Ltd. Common Shares INFO Stock Holding History

Sheets Smith Wealth Management’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
2020
Q1 		– Sell
-7,302
Closed -$546K – 340
2019
Q4 		$546K Sell
7,302
-191
-3% -$13.6K 0.1% 198
2019
Q3 		$501K Buy
+7,493
New +$490K 0.1% 194
2017
Q4 		– Sell
-9,164
Closed -$404K – 335
2017
Q3 		$404K Sell
9,164
-120
-1% -$5.53K 0.1% 207
2017
Q2 		$409K Buy
9,284
+2,078
+29% +$92.6K 0.11% 189
2017
Q1 		$302K Buy
+7,206
New +$285K 0.08% 231

Other funds holding INFO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $29.7B AUM 13.98% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return