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Stokes Family Office’s Infosys INFY Stock Holding History

Stokes 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
Q4 		– Sell
-24,879
Closed -$426K – 272
2023
Q3 		$426K Buy
24,879
+3,149
+14% +$53.7K 0.05% 200
2023
Q2 		$349K Buy
21,730
+4,242
+24% +$66.3K 0.04% 219
2023
Q1 		$305K Sell
17,488
-136
-0.8% -$2.48K 0.04% 221
2022
Q4 		$317K Sell
17,624
-3,228
-15% -$60.1K 0.04% 209
2022
Q3 		$354K Sell
20,852
-3,968
-16% -$74.1K 0.05% 185
2022
Q2 		$459K Sell
24,820
-1,558
-6% -$31K 0.06% 168
2022
Q1 		$657K Buy
26,378
+792
+3% +$18.8K 0.09% 142
2021
Q4 		$648K Buy
25,586
+1,652
+7% +$38.4K 0.08% 140
2021
Q3 		$533K Buy
23,934
+599
+3% +$13.5K 0.07% 141
2021
Q2 		$494K Sell
23,335
-118
-0.5% -$2.25K 0.07% 140
2021
Q1 		$439K Buy
23,453
+6,956
+42% +$126K 0.07% 140
2020
Q4 		$280K Buy
16,497
+4,716
+40% +$72.2K 0.06% 141
2020
Q3 		$163K Buy
+11,781
New +$147K 0.04% 149

Other funds holding INFY

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SGA
Sustainable Growth Advisers Stamford, Connecticut $10.6B AUM 2.6% 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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Stokes Family Office's INFY Position: Q4 2023 in Review

Stokes Family Office sold out of Infosys (INFY) in Q4 2023, closing a stake of 24,879 shares — an estimated $426K sold.

Stokes Family Office first reported a position in INFY in Q3 2020 and held it in 13 quarters. The position peaked at $657K in Q1 2022. 458 funds tracked by Wall St. Rank hold INFY as of Q4 2023.

  • Stokes Family Office reported no remaining Infosys position as of Q4 2023 after selling out during the quarter.
  • Stokes Family Office sold 24,879 Infosys shares in Q4 2023, an estimated $426K.
  • Stokes Family Office first reported a position in Infosys in Q3 2020 and held it in 13 quarters.
  • Stokes Family Office's Infosys position peaked at $657K in Q1 2022.
  • 458 funds tracked by Wall St. Rank held Infosys as of Q4 2023.

Based on Stokes Family Office's 13F filing for Q4 2023, filed 6 Feb 2024.