Baystate Wealth Management’s Ingersoll Rand IR Stock Holding History

Baystate Wealth 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
2023 Q4	$7.64K	Sell	98 -2	-2%	-$137	﹤0.01%	790
2023 Q3	$6.39K	Hold	100	–	–	﹤0.01%	651
2023 Q2	$6.55K	Hold	100	–	–	﹤0.01%	651
2023 Q1	$5.83K	Hold	100	–	–	﹤0.01%	661
2022 Q4	$5K	Hold	100	–	–	﹤0.01%	689
2022 Q3	$4K	Hold	100	–	–	﹤0.01%	663
2022 Q2	$4K	Hold	100	–	–	﹤0.01%	685
2022 Q1	$5K	Hold	100	–	–	﹤0.01%	653
2021 Q4	$6K	Sell	100 -9	-8%	-$512	﹤0.01%	631
2021 Q3	$5K	Hold	109	–	–	﹤0.01%	597
2021 Q2	$5K	Hold	109	–	–	﹤0.01%	572
2021 Q1	$5K	Hold	109	–	–	﹤0.01%	516
2020 Q4	$5K	Hold	109	–	–	﹤0.01%	491
2020 Q3	$4K	Sell	109 -352	-76%	-$11.8K	﹤0.01%	473
2020 Q2	$13K	Hold	461	–	–	﹤0.01%	350
2020 Q1	$11K	Buy	+461	New	+$14.6K	﹤0.01%	356

Other funds holding IR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Baystate Wealth Management's IR Position: Q4 2023 in Review

Baystate Wealth Management reduced its Ingersoll Rand (IR) stake by 2% in Q4 2023, selling an estimated $137 and leaving 98 shares worth $7.64K. The position accounts for ﹤0.01% of the portfolio, ranked #790.

Baystate Wealth Management first reported a position in IR in Q1 2020 and has held it in 16 quarters since. The position peaked at $13K in Q2 2020. 784 funds tracked by Wall St. Rank hold IR as of Q4 2023.

Baystate Wealth Management held 98 shares of Ingersoll Rand worth $7.64K as of Q4 2023.
Baystate Wealth Management sold 2 Ingersoll Rand shares in Q4 2023, an estimated $137.
Ingersoll Rand made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #790 holding.
Baystate Wealth Management first reported a position in Ingersoll Rand in Q1 2020 and has held it in 16 quarters since.
Baystate Wealth Management's Ingersoll Rand position peaked at $13K in Q2 2020.
784 funds tracked by Wall St. Rank held Ingersoll Rand as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.