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 $6.73T AUM 46.02% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Sheets Smith Wealth Management's INFO Position: Q1 2020 in Review

Sheets Smith Wealth Management sold out of IHS Markit Ltd. Common Shares (INFO) in Q1 2020, closing a stake of 7,302 shares — an estimated $546K sold.

Sheets Smith Wealth Management first reported a position in INFO in Q1 2017 and held it in 5 quarters. The position peaked at $546K in Q4 2019. 554 funds tracked by Wall St. Rank hold INFO as of Q1 2020.

  • Sheets Smith Wealth Management reported no remaining IHS Markit Ltd. Common Shares position as of Q1 2020 after selling out during the quarter.
  • Sheets Smith Wealth Management sold 7,302 IHS Markit Ltd. Common Shares shares in Q1 2020, an estimated $546K.
  • Sheets Smith Wealth Management first reported a position in IHS Markit Ltd. Common Shares in Q1 2017 and held it in 5 quarters.
  • Sheets Smith Wealth Management's IHS Markit Ltd. Common Shares position peaked at $546K in Q4 2019.
  • 554 funds tracked by Wall St. Rank held IHS Markit Ltd. Common Shares as of Q1 2020.

Based on Sheets Smith Wealth Management's 13F filing for Q1 2020, filed 28 Apr 2020.