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Bedel Financial Consulting’s Ingersoll Rand IR Stock Holding History

Bedel Financial Consulting’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
2022
Q2 		– Sell
-465
Closed -$23K – 521
2022
Q1 		$23K Hold
465
– – 0.01% 526
2021
Q4 		$29K Hold
465
– – 0.01% 500
2021
Q3 		$23K Sell
465
-112
-19% -$5.7K 0.01% 528
2021
Q2 		$28K Hold
577
– – 0.01% 489
2021
Q1 		$28K Hold
577
– – 0.01% 458
2020
Q4 		$26K Hold
577
– – 0.01% 414
2020
Q3 		$21K Sell
577
-432
-43% -$14.5K 0.01% 413
2020
Q2 		$28K Hold
1,009
– – 0.02% 356
2020
Q1 		$25K Buy
+1,009
New +$32K 0.02% 357

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Bedel Financial Consulting's IR Position: Q2 2022 in Review

Bedel Financial Consulting sold out of Ingersoll Rand (IR) in Q2 2022, closing a stake of 465 shares — an estimated $23K sold.

Bedel Financial Consulting first reported a position in IR in Q1 2020 and held it in 9 quarters. The position peaked at $29K in Q4 2021. 584 funds tracked by Wall St. Rank hold IR as of Q2 2022.

  • Bedel Financial Consulting reported no remaining Ingersoll Rand position as of Q2 2022 after selling out during the quarter.
  • Bedel Financial Consulting sold 465 Ingersoll Rand shares in Q2 2022, an estimated $23K.
  • Bedel Financial Consulting first reported a position in Ingersoll Rand in Q1 2020 and held it in 9 quarters.
  • Bedel Financial Consulting's Ingersoll Rand position peaked at $29K in Q4 2021.
  • 584 funds tracked by Wall St. Rank held Ingersoll Rand as of Q2 2022.

Based on Bedel Financial Consulting's 13F filing for Q2 2022, filed 4 Aug 2022.