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Advisor Group’s Ingersoll Rand IR Stock Holding History

Advisor Group’s Portfolio IR Stock Details IR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$213K Buy
5,823
+456
+8% +$15K ﹤0.01% 2348
2019
Q3 		$151K Sell
5,367
-76
-1% -$2.35K ﹤0.01% 2549
2019
Q2 		$188K Sell
5,443
-11,082
-67% -$358K ﹤0.01% 2353
2019
Q1 		$459K Buy
16,525
+3,852
+30% +$96.9K ﹤0.01% 1654
2018
Q4 		$259K Buy
12,673
+3,892
+44% +$95.5K ﹤0.01% 1902
2018
Q3 		$248K Buy
8,781
+2,455
+39% +$68.8K ﹤0.01% 2003
2018
Q2 		$186K Buy
6,326
+1,493
+31% +$47K ﹤0.01% 2033
2018
Q1 		$148K Sell
4,833
-1,667
-26% -$55.6K ﹤0.01% 2219
2017
Q4 		$221K Buy
6,500
+663
+11% +$19.8K ﹤0.01% 1912
2017
Q3 		$160K Buy
5,837
+3,459
+145% +$81.4K ﹤0.01% 2029
2017
Q2 		$51K Buy
+2,378
New +$53.1K ﹤0.01% 2843

Other funds holding IR

KKRC
Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return

Advisor Group's IR Position: Q4 2019 in Review

Advisor Group increased its Ingersoll Rand (IR) stake by 8.5% in Q4 2019, buying an estimated $15K and bringing the position to 5,823 shares worth $213K. The position accounts for ﹤0.01% of the portfolio, ranked #2348.

Advisor Group first reported a position in IR in Q2 2017 and has held it in 11 quarters since. The position peaked at $459K in Q1 2019. 190 funds tracked by Wall St. Rank hold IR as of Q4 2019.

  • Advisor Group held 5,823 shares of Ingersoll Rand worth $213K as of Q4 2019.
  • Advisor Group bought 456 Ingersoll Rand shares in Q4 2019, an estimated $15K.
  • Ingersoll Rand made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #2348 holding.
  • Advisor Group first reported a position in Ingersoll Rand in Q2 2017 and has held it in 11 quarters since.
  • Advisor Group's Ingersoll Rand position peaked at $459K in Q1 2019.
  • 190 funds tracked by Wall St. Rank held Ingersoll Rand as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.