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Arcadia Investment Advisors’s Ingersoll Rand IR Stock Holding History

Arcadia Investment Advisors’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
2021
Q3 		– Sell
-14
Closed -$683 – 174
2021
Q2 		$683 Buy
+14
New +$687 ﹤0.01% 202

Other funds holding IR

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Arcadia Investment Advisors's IR Position: Q3 2021 in Review

Arcadia Investment Advisors sold out of Ingersoll Rand (IR) in Q3 2021, closing a stake of 14 shares — an estimated $683 sold.

Arcadia Investment Advisors first reported a position in IR in Q2 2021 and held it in 1 quarter. The position peaked at $683 in Q2 2021. 587 funds tracked by Wall St. Rank hold IR as of Q3 2021.

  • Arcadia Investment Advisors reported no remaining Ingersoll Rand position as of Q3 2021 after selling out during the quarter.
  • Arcadia Investment Advisors sold 14 Ingersoll Rand shares in Q3 2021, an estimated $683.
  • Arcadia Investment Advisors first reported a position in Ingersoll Rand in Q2 2021 and held it in 1 quarter.
  • Arcadia Investment Advisors's Ingersoll Rand position peaked at $683 in Q2 2021.
  • 587 funds tracked by Wall St. Rank held Ingersoll Rand as of Q3 2021.

Based on Arcadia Investment Advisors's 13F filing for Q3 2021, filed 19 Dec 2024.