BerganKDV Wealth Management’s Ingersoll Rand IR Stock Holding History

BerganKDV 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 Q2	$1.27M	Sell	19,492 -5,232	-21%	-$309K	0.13%	119
2023 Q1	$1.44M	Hold	24,724	–	–	0.15%	107
2022 Q4	$1.29M	Hold	24,724	–	–	0.14%	108
2022 Q3	$1.07M	Hold	24,724	–	–	0.13%	119
2022 Q2	$1.04M	Sell	24,724 -70	-0.3%	-$3.19K	0.12%	126
2022 Q1	$1.25M	Hold	24,794	–	–	0.13%	117
2021 Q4	$1.53M	Hold	24,794	–	–	0.16%	105
2021 Q3	$1.25M	Hold	24,794	–	–	0.14%	115
2021 Q2	$1.21M	Hold	24,794	–	–	0.14%	112
2021 Q1	$1.22M	Hold	24,794	–	–	0.16%	108
2020 Q4	$1.13M	Hold	24,794	–	–	0.16%	105
2020 Q3	$883K	Sell	24,794 -70	-0.3%	-$2.34K	0.14%	107
2020 Q2	$699K	Sell	24,864 -8	-0%	-$226	0.12%	121
2020 Q1	$617K	Buy	+24,872	New	+$790K	0.13%	117

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

BerganKDV Wealth Management's IR Position: Q2 2023 in Review

BerganKDV Wealth Management reduced its Ingersoll Rand (IR) stake by 21% in Q2 2023, selling an estimated $309K and leaving 19,492 shares worth $1.27M. The position accounts for 0.13% of the portfolio, ranked #119.

BerganKDV Wealth Management first reported a position in IR in Q1 2020 and has held it in 14 quarters since. The position peaked at $1.53M in Q4 2021. 717 funds tracked by Wall St. Rank hold IR as of Q2 2023.

BerganKDV Wealth Management held 19,492 shares of Ingersoll Rand worth $1.27M as of Q2 2023.
BerganKDV Wealth Management sold 5,232 Ingersoll Rand shares in Q2 2023, an estimated $309K.
Ingersoll Rand made up 0.13% of BerganKDV Wealth Management's portfolio in Q2 2023, its #119 holding.
BerganKDV Wealth Management first reported a position in Ingersoll Rand in Q1 2020 and has held it in 14 quarters since.
BerganKDV Wealth Management's Ingersoll Rand position peaked at $1.53M in Q4 2021.
717 funds tracked by Wall St. Rank held Ingersoll Rand as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.