VFA
INFO

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

Valeo 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
2021
Q2 		– Sell
-630
Closed -$61K – 2062
2021
Q1 		$61K Buy
+630
New +$57.6K ﹤0.01% 790
2020
Q3 		– Sell
-736
Closed -$56K – 2257
2020
Q2 		$56K Buy
736
+12
+2% +$817 0.01% 683
2020
Q1 		$47K Buy
724
+596
+466% +$42.9K 0.01% 634
2019
Q4 		$10K Sell
128
-58
-31% -$4.13K ﹤0.01% 1126
2019
Q3 		$12K Hold
186
– – ﹤0.01% 991
2019
Q2 		$12K Hold
186
– – ﹤0.01% 985
2019
Q1 		$10K Hold
186
– – ﹤0.01% 981
2018
Q4 		$9K Hold
186
– – ﹤0.01% 926
2018
Q3 		$10K Hold
186
– – ﹤0.01% 983
2018
Q2 		$10K Buy
186
+7
+4% +$351 ﹤0.01% 951
2018
Q1 		$9K Hold
179
– – ﹤0.01% 970
2017
Q4 		$8K Buy
179
+92
+106% +$4.06K ﹤0.01% 890
2017
Q3 		$4K Buy
+87
New +$4.01K ﹤0.01% 935

Other funds holding INFO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $10.2B AUM 67.73% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Valeo Financial Advisors's INFO Position: Q2 2021 in Review

Valeo Financial Advisors sold out of IHS Markit Ltd. Common Shares (INFO) in Q2 2021, closing a stake of 630 shares — an estimated $61K sold.

Valeo Financial Advisors first reported a position in INFO in Q3 2017 and held it in 13 quarters. The position peaked at $61K in Q1 2021. 675 funds tracked by Wall St. Rank hold INFO as of Q2 2021.

  • Valeo Financial Advisors reported no remaining IHS Markit Ltd. Common Shares position as of Q2 2021 after selling out during the quarter.
  • Valeo Financial Advisors sold 630 IHS Markit Ltd. Common Shares shares in Q2 2021, an estimated $61K.
  • Valeo Financial Advisors first reported a position in IHS Markit Ltd. Common Shares in Q3 2017 and held it in 13 quarters.
  • Valeo Financial Advisors's IHS Markit Ltd. Common Shares position peaked at $61K in Q1 2021.
  • 675 funds tracked by Wall St. Rank held IHS Markit Ltd. Common Shares as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.