UCFA
INFO

United Capital Financial Advisors’s IHS Markit Ltd. Common Shares INFO Stock Holding History

United Capital Financial Advisors’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
-123,604
Closed -$16.4M – 1242
2021
Q4 		$16.4M Sell
123,604
-3,598
-3% -$458K 0.08% 225
2021
Q3 		$14.8M Sell
127,202
-5,377
-4% -$635K 0.07% 225
2021
Q2 		$14.9M Sell
132,579
-465,627
-78% -$49.4M 0.08% 227
2021
Q1 		$57.9M Buy
598,206
+18,585
+3% +$1.7M 0.32% 65
2020
Q4 		$52.1M Sell
579,621
-1,948
-0.3% -$169K 0.31% 74
2020
Q3 		$45.7M Buy
581,569
+9,019
+2% +$718K 0.3% 74
2020
Q2 		$43.2M Buy
572,550
+23,203
+4% +$1.58M 0.31% 75
2020
Q1 		$33M Buy
549,347
+276,565
+101% +$19.9M 0.27% 83
2019
Q4 		$20.6M Sell
272,782
-34,503
-11% -$2.45M 0.13% 191
2019
Q3 		$20.6M Buy
307,285
+139,859
+84% +$9.14M 0.14% 166
2019
Q2 		$10.7M Sell
167,426
-1,947
-1% -$112K 0.07% 289
2019
Q1 		$9.21M Sell
169,373
-29,019
-15% -$1.52M 0.06% 304
2018
Q4 		$9.52M Buy
198,392
+1,046
+0.5% +$53.5K 0.08% 264
2018
Q3 		$10.6M Sell
197,346
-2,002
-1% -$108K 0.07% 292
2018
Q2 		$10.3M Sell
199,348
-3,037
-2% -$152K 0.08% 293
2018
Q1 		$9.76M Buy
202,385
+39,711
+24% +$1.88M 0.07% 298
2017
Q4 		$7.37M Sell
162,674
-1,747
-1% -$77.1K 0.06% 347
2017
Q3 		$7.25M Sell
164,421
-3,061
-2% -$141K 0.06% 331
2017
Q2 		$7.38M Sell
167,482
-2,679
-2% -$119K 0.07% 320
2017
Q1 		$7.14M Sell
170,161
-3,960
-2% -$157K 0.07% 315
2016
Q4 		$6.17M Sell
174,121
-8,504
-5% -$306K 0.06% 337
2016
Q3 		$6.86M Buy
+182,625
New +$6.53M 0.07% 333

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

United Capital Financial Advisors's INFO Position: Q1 2022 in Review

United Capital Financial Advisors sold out of IHS Markit Ltd. Common Shares (INFO) in Q1 2022, closing a stake of 123,604 shares — an estimated $16.4M sold.

United Capital Financial Advisors first reported a position in INFO in Q3 2016 and held it in 22 quarters. The position peaked at $57.9M in Q1 2021. 4 funds tracked by Wall St. Rank hold INFO as of Q1 2022.

  • United Capital Financial Advisors reported no remaining IHS Markit Ltd. Common Shares position as of Q1 2022 after selling out during the quarter.
  • United Capital Financial Advisors sold 123,604 IHS Markit Ltd. Common Shares shares in Q1 2022, an estimated $16.4M.
  • United Capital Financial Advisors first reported a position in IHS Markit Ltd. Common Shares in Q3 2016 and held it in 22 quarters.
  • United Capital Financial Advisors's IHS Markit Ltd. Common Shares position peaked at $57.9M in Q1 2021.
  • 4 funds tracked by Wall St. Rank held IHS Markit Ltd. Common Shares as of Q1 2022.

Based on United Capital Financial Advisors's 13F filing for Q1 2022, filed 16 May 2022.