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Aperio Group’s Ingersoll Rand IR Stock Holding History

Aperio 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
2020
Q4 		$7.86M Buy
172,470
+156
+0.1% +$6.46K 0.02% 646
2020
Q3 		$6.13M Sell
172,314
-544
-0.3% -$18.2K 0.02% 663
2020
Q2 		$4.86M Buy
172,858
+2,785
+2% +$78.7K 0.02% 741
2020
Q1 		$4.22M Buy
+170,073
New +$5.4M 0.02% 720
2019
Q3 		– Sell
-3,334
Closed -$115K – 2529
2019
Q2 		$115K Buy
+3,334
New +$108K ﹤0.01% 2345

Other funds holding IR

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
KKRC
Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Aperio Group's IR Position: Q4 2020 in Review

Aperio Group increased its Ingersoll Rand (IR) stake by 0.09% in Q4 2020, buying an estimated $6.46K and bringing the position to 172,470 shares worth $7.86M. The position accounts for 0.02% of the portfolio, ranked #646.

Aperio Group first reported a position in IR in Q2 2019 and has held it in 5 quarters since. 586 funds tracked by Wall St. Rank hold IR as of Q4 2020.

  • Aperio Group held 172,470 shares of Ingersoll Rand worth $7.86M as of Q4 2020.
  • Aperio Group bought 156 Ingersoll Rand shares in Q4 2020, an estimated $6.46K.
  • Ingersoll Rand made up 0.02% of Aperio Group's portfolio in Q4 2020, its #646 holding.
  • Aperio Group first reported a position in Ingersoll Rand in Q2 2019 and has held it in 5 quarters since.
  • 586 funds tracked by Wall St. Rank held Ingersoll Rand as of Q4 2020.

Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.