United Capital Financial Advisors’s IHS Markit Ltd. Common Shares INFO Stock Holding History
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 | 0.07% | 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 |
|