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Birchcreek Wealth Management’s Ingersoll Rand IR Stock Holding History

Birchcreek 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
2021
Q1 		– Sell
-882
Closed -$40K – 197
2020
Q4 		$40K Buy
+882
New +$36.5K 0.04% 242

Other funds holding IR

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KKRC
Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Birchcreek Wealth Management's IR Position: Q1 2021 in Review

Birchcreek Wealth Management sold out of Ingersoll Rand (IR) in Q1 2021, closing a stake of 882 shares — an estimated $40K sold.

Birchcreek Wealth Management first reported a position in IR in Q4 2020 and held it in 1 quarter. The position peaked at $40K in Q4 2020. 586 funds tracked by Wall St. Rank hold IR as of Q1 2021.

  • Birchcreek Wealth Management reported no remaining Ingersoll Rand position as of Q1 2021 after selling out during the quarter.
  • Birchcreek Wealth Management sold 882 Ingersoll Rand shares in Q1 2021, an estimated $40K.
  • Birchcreek Wealth Management first reported a position in Ingersoll Rand in Q4 2020 and held it in 1 quarter.
  • Birchcreek Wealth Management's Ingersoll Rand position peaked at $40K in Q4 2020.
  • 586 funds tracked by Wall St. Rank held Ingersoll Rand as of Q1 2021.

Based on Birchcreek Wealth Management's 13F filing for Q1 2021, filed 17 May 2021.