TrueWealth LLC’s IHS Markit Ltd. Common Shares INFO Stock Holding History

TrueWealth LLC’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
2020 Q1	–	Sell	-443	Closed	-$33K	–	810
2019 Q4	$33K	Hold	443	–	–	0.01%	316
2019 Q3	$30K	Hold	443	–	–	0.01%	323
2019 Q2	$28K	Hold	443	–	–	0.01%	334
2019 Q1	$24K	Hold	443	–	–	0.01%	351
2018 Q4	$21K	Hold	443	–	–	0.01%	359
2018 Q3	$24K	Hold	443	–	–	0.01%	367
2018 Q2	$23K	Hold	443	–	–	0.01%	371
2018 Q1	$21K	Hold	443	–	–	0.01%	355
2017 Q4	$20K	Buy	+443	New	+$19.5K	0.01%	396

Other funds holding INFO

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

TrueWealth LLC's INFO Position: Q1 2020 in Review

TrueWealth LLC sold out of IHS Markit Ltd. Common Shares (INFO) in Q1 2020, closing a stake of 443 shares — an estimated $33K sold.

TrueWealth LLC first reported a position in INFO in Q4 2017 and held it in 9 quarters. The position peaked at $33K in Q4 2019. 554 funds tracked by Wall St. Rank hold INFO as of Q1 2020.

TrueWealth LLC reported no remaining IHS Markit Ltd. Common Shares position as of Q1 2020 after selling out during the quarter.
TrueWealth LLC sold 443 IHS Markit Ltd. Common Shares shares in Q1 2020, an estimated $33K.
TrueWealth LLC first reported a position in IHS Markit Ltd. Common Shares in Q4 2017 and held it in 9 quarters.
TrueWealth LLC's IHS Markit Ltd. Common Shares position peaked at $33K in Q4 2019.
554 funds tracked by Wall St. Rank held IHS Markit Ltd. Common Shares as of Q1 2020.

Based on TrueWealth LLC's 13F filing for Q1 2020, filed 13 Apr 2020.