AIM
IR icon

Assured Investment Management’s Ingersoll Rand IR Stock Holding History

Assured Investment Management’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
Q2 		– Sell
-225,945
Closed -$6.28M – 432
2019
Q1 		$6.28M Buy
225,945
+17,994
+9% +$453K 0.07% 113
2018
Q4 		$4.25M Buy
207,951
+28,581
+16% +$702K 0.12% 218
2018
Q3 		$5.08M Buy
179,370
+95,722
+114% +$2.68M 0.09% 248
2018
Q2 		$2.46M Buy
+83,648
New +$2.63M 0.05% 372

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
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
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
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Assured Investment Management's IR Position: Q2 2019 in Review

Assured Investment Management sold out of Ingersoll Rand (IR) in Q2 2019, closing a stake of 225,945 shares — an estimated $6.28M sold.

Assured Investment Management first reported a position in IR in Q2 2018 and held it in 4 quarters. The position peaked at $6.28M in Q1 2019. 215 funds tracked by Wall St. Rank hold IR as of Q2 2019.

  • Assured Investment Management reported no remaining Ingersoll Rand position as of Q2 2019 after selling out during the quarter.
  • Assured Investment Management sold 225,945 Ingersoll Rand shares in Q2 2019, an estimated $6.28M.
  • Assured Investment Management first reported a position in Ingersoll Rand in Q2 2018 and held it in 4 quarters.
  • Assured Investment Management's Ingersoll Rand position peaked at $6.28M in Q1 2019.
  • 215 funds tracked by Wall St. Rank held Ingersoll Rand as of Q2 2019.

Based on Assured Investment Management's 13F filing for Q2 2019, filed 14 Aug 2019.