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

Transform 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	-1,605	Closed	-$213K	–	236
2021 Q4	$213K	Sell	1,605 -119	-7%	-$15.2K	0.02%	213
2021 Q3	$201K	Sell	1,724 -176	-9%	-$20.8K	0.02%	216
2021 Q2	$214K	Buy	+1,900	New	+$202K	0.03%	217

Other funds holding INFO

WAM

Westport Asset Management Southport, Connecticut $245M AUM 15.03% 1-Year Est. Return

CGL

Clarius Group LLC Seattle, Washington $1.75B AUM 19.04% 1-Year Est. Return

PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 1-Year Est. Return

Transform Wealth's INFO Position: Q1 2022 in Review

Transform Wealth sold out of IHS Markit Ltd. Common Shares (INFO) in Q1 2022, closing a stake of 1,605 shares — an estimated $213K sold.

Transform Wealth first reported a position in INFO in Q2 2021 and held it in 3 quarters. The position peaked at $214K in Q2 2021. 4 funds tracked by Wall St. Rank hold INFO as of Q1 2022.

Transform Wealth reported no remaining IHS Markit Ltd. Common Shares position as of Q1 2022 after selling out during the quarter.
Transform Wealth sold 1,605 IHS Markit Ltd. Common Shares shares in Q1 2022, an estimated $213K.
Transform Wealth first reported a position in IHS Markit Ltd. Common Shares in Q2 2021 and held it in 3 quarters.
Transform Wealth's IHS Markit Ltd. Common Shares position peaked at $214K in Q2 2021.
4 funds tracked by Wall St. Rank held IHS Markit Ltd. Common Shares as of Q1 2022.

Based on Transform Wealth's 13F filing for Q1 2022, filed 25 Apr 2022.