SPIA
INFO

Steward Partners Investment Advisory’s IHS Markit Ltd. Common Shares INFO Stock Holding History

Steward Partners Investment Advisory’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
-65,677
Closed -$8.73M – 3449
2021
Q4 		$8.73M Buy
65,677
+10,470
+19% +$1.33M 0.13% 176
2021
Q3 		$6.44M Buy
55,207
+15,987
+41% +$1.89M 0.11% 208
2021
Q2 		$4.42M Sell
39,220
-387
-1% -$41.1K 0.07% 273
2021
Q1 		$3.83M Buy
39,607
+5,499
+16% +$503K 0.07% 294
2020
Q4 		$3.06M Buy
34,108
+24,334
+249% +$2.11M 0.07% 285
2020
Q3 		$767K Buy
9,774
+9,689
+11,399% +$772K 0.02% 557
2020
Q2 		$6K Hold
85
– – ﹤0.01% 2246
2020
Q1 		$5K Hold
85
– – ﹤0.01% 2111
2019
Q4 		$6K Hold
85
– – ﹤0.01% 2211
2019
Q3 		$5K Sell
85
-106
-55% -$6.93K ﹤0.01% 2272
2019
Q2 		$12K Buy
+191
New +$11K ﹤0.01% 1912
2018
Q4 		– Sell
-133
Closed -$7K – 2394
2018
Q3 		$7K Buy
133
+69
+108% +$3.71K ﹤0.01% 2040
2018
Q2 		$3K Buy
+64
New +$3.21K ﹤0.01% 2170

Other funds holding INFO

WAM
Westport Asset Management Southport, Connecticut $226M AUM 16.76% 1-Year Est. Return
CGL
Clarius Group LLC Seattle, Washington $1.75B AUM 19.04% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return

Steward Partners Investment Advisory's INFO Position: Q1 2022 in Review

Steward Partners Investment Advisory sold out of IHS Markit Ltd. Common Shares (INFO) in Q1 2022, closing a stake of 65,677 shares — an estimated $8.73M sold.

Steward Partners Investment Advisory first reported a position in INFO in Q2 2018 and held it in 13 quarters. The position peaked at $8.73M in Q4 2021. 4 funds tracked by Wall St. Rank hold INFO as of Q1 2022.

  • Steward Partners Investment Advisory reported no remaining IHS Markit Ltd. Common Shares position as of Q1 2022 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 65,677 IHS Markit Ltd. Common Shares shares in Q1 2022, an estimated $8.73M.
  • Steward Partners Investment Advisory first reported a position in IHS Markit Ltd. Common Shares in Q2 2018 and held it in 13 quarters.
  • Steward Partners Investment Advisory's IHS Markit Ltd. Common Shares position peaked at $8.73M in Q4 2021.
  • 4 funds tracked by Wall St. Rank held IHS Markit Ltd. Common Shares as of Q1 2022.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2022, filed 2 May 2022.