VFA
INFO

Values First Advisors’s IHS Markit Ltd. Common Shares INFO Stock Holding History

Values First 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
2020
Q3 		– Sell
-2,976
Closed -$225K – 149
2020
Q2 		$225K Sell
2,976
-845
-22% -$57.5K 0.22% 123
2020
Q1 		$229K Buy
+3,821
New +$275K 0.28% 105

Other funds holding INFO

Vanguard Group
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BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Values First Advisors's INFO Position: Q3 2020 in Review

Values First Advisors sold out of IHS Markit Ltd. Common Shares (INFO) in Q3 2020, closing a stake of 2,976 shares — an estimated $225K sold.

Values First Advisors first reported a position in INFO in Q1 2020 and held it in 2 quarters. The position peaked at $229K in Q1 2020. 618 funds tracked by Wall St. Rank hold INFO as of Q3 2020.

  • Values First Advisors reported no remaining IHS Markit Ltd. Common Shares position as of Q3 2020 after selling out during the quarter.
  • Values First Advisors sold 2,976 IHS Markit Ltd. Common Shares shares in Q3 2020, an estimated $225K.
  • Values First Advisors first reported a position in IHS Markit Ltd. Common Shares in Q1 2020 and held it in 2 quarters.
  • Values First Advisors's IHS Markit Ltd. Common Shares position peaked at $229K in Q1 2020.
  • 618 funds tracked by Wall St. Rank held IHS Markit Ltd. Common Shares as of Q3 2020.

Based on Values First Advisors's 13F filing for Q3 2020, filed 15 Nov 2022.