Berman Capital Advisors’s Ingersoll Rand IR Stock Holding History

Berman Capital 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
2021 Q3	$87K	Buy	1,726 +737	+75%	+$37.5K	0.01%	481
2021 Q2	$48K	Buy	989 +680	+220%	+$33.4K	0.01%	599
2021 Q1	$15K	Hold	309	–	–	﹤0.01%	896
2020 Q4	$14K	Buy	309 +33	+12%	+$1.37K	﹤0.01%	786
2020 Q3	$9K	Hold	276	–	–	﹤0.01%	835
2020 Q2	$7K	Sell	276 -73	-21%	-$2.06K	﹤0.01%	880
2020 Q1	$7K	Buy	+349	New	+$11.1K	﹤0.01%	774

Other funds holding IR

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

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

Berman Capital Advisors's IR Position: Q3 2021 in Review

Berman Capital Advisors increased its Ingersoll Rand (IR) stake by 75% in Q3 2021, buying an estimated $37.5K and bringing the position to 1,726 shares worth $87K. The position accounts for 0.01% of the portfolio, ranked #481.

Berman Capital Advisors first reported a position in IR in Q1 2020 and has held it in 7 quarters since. 588 funds tracked by Wall St. Rank hold IR as of Q3 2021.

Berman Capital Advisors held 1,726 shares of Ingersoll Rand worth $87K as of Q3 2021.
Berman Capital Advisors bought 737 Ingersoll Rand shares in Q3 2021, an estimated $37.5K.
Ingersoll Rand made up 0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #481 holding.
Berman Capital Advisors first reported a position in Ingersoll Rand in Q1 2020 and has held it in 7 quarters since.
588 funds tracked by Wall St. Rank held Ingersoll Rand as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.