SW
INFO

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

SVB Wealth’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
-3,654
Closed -$486K – 853
2021
Q4 		$486K Buy
3,654
+112
+3% +$14.3K 0.01% 452
2021
Q3 		$413K Buy
3,542
+730
+26% +$86.2K 0.01% 666
2021
Q2 		$317K Buy
2,812
+326
+13% +$34.6K ﹤0.01% 739
2021
Q1 		$241K Buy
2,486
+61
+3% +$5.58K ﹤0.01% 778
2020
Q4 		$218K Buy
+2,425
New +$210K ﹤0.01% 725
2018
Q4 		– Sell
-3,984
Closed -$215K – 438
2018
Q3 		$215K Hold
3,984
– – 0.01% 407
2018
Q2 		$206K Buy
+3,984
New +$200K 0.01% 418

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