Bellwether Advisors’s Ingersoll Rand IR Stock Holding History

Bellwether 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
2023 Q2	–	Sell	-10,335	Closed	-$601K	–	267
2023 Q1	$601K	Buy	+10,335	New	+$583K	0.16%	80

Other funds holding IR

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

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

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

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

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

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

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

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Bellwether Advisors's IR Position: Q2 2023 in Review

Bellwether Advisors sold out of Ingersoll Rand (IR) in Q2 2023, closing a stake of 10,335 shares — an estimated $601K sold.

Bellwether Advisors first reported a position in IR in Q1 2023 and held it in 1 quarter. The position peaked at $601K in Q1 2023. 717 funds tracked by Wall St. Rank hold IR as of Q2 2023.

Bellwether Advisors reported no remaining Ingersoll Rand position as of Q2 2023 after selling out during the quarter.
Bellwether Advisors sold 10,335 Ingersoll Rand shares in Q2 2023, an estimated $601K.
Bellwether Advisors first reported a position in Ingersoll Rand in Q1 2023 and held it in 1 quarter.
Bellwether Advisors's Ingersoll Rand position peaked at $601K in Q1 2023.
717 funds tracked by Wall St. Rank held Ingersoll Rand as of Q2 2023.

Based on Bellwether Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.