TOBAM’s IHS INC CL-A COM STK IHS Stock Holding History

TOBAM’s Portfolio IHS Stock Details IHS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2013 Q4	–	Sell	-232,766	Closed	-$26.6M	–	100
2013 Q3	$26.6M	Sell	232,766 -70,176	-23%	-$7.72M	1.49%	29
2013 Q2	$31.6M	Buy	+302,942	New	+$31M	2.08%	20

Other funds holding IHS

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SCM

Scout Capital Management New York $6.08B AUM

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

BRC

Blue Ridge Capital New York $215M AUM

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

TOBAM's IHS Position: Q4 2013 in Review

TOBAM sold out of IHS INC CL-A COM STK (IHS) in Q4 2013, closing a stake of 232,766 shares — an estimated $26.6M sold.

TOBAM first reported a position in IHS in Q2 2013 and held it in 2 quarters. The position peaked at $31.6M in Q2 2013. 254 funds tracked by Wall St. Rank hold IHS as of Q4 2013.

TOBAM reported no remaining IHS INC CL-A COM STK position as of Q4 2013 after selling out during the quarter.
TOBAM sold 232,766 IHS INC CL-A COM STK shares in Q4 2013, an estimated $26.6M.
TOBAM first reported a position in IHS INC CL-A COM STK in Q2 2013 and held it in 2 quarters.
TOBAM's IHS INC CL-A COM STK position peaked at $31.6M in Q2 2013.
254 funds tracked by Wall St. Rank held IHS INC CL-A COM STK as of Q4 2013.

Based on TOBAM's 13F filing for Q4 2013, filed 14 Feb 2014.