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 – 2071
2021
Q1 		$61K Buy
+630
New +$57.6K ﹤0.01% 790
2020
Q3 		– Sell
-736
Closed -$56K – 2287
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 $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $29.7B AUM 13.98% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $7.94B AUM 55.6% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 1-Year Est. Return