Bollard Group’s Ingersoll Rand IR Stock Holding History

Bollard Group’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 Q3	–	Sell	-50	Closed	-$3K	–	530
2023 Q2	$3K	Buy	+50	New	+$2.96K	﹤0.01%	477

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Bollard Group's IR Position: Q3 2023 in Review

Bollard Group sold out of Ingersoll Rand (IR) in Q3 2023, closing a stake of 50 shares — an estimated $3K sold.

Bollard Group first reported a position in IR in Q2 2023 and held it in 1 quarter. The position peaked at $3K in Q2 2023. 728 funds tracked by Wall St. Rank hold IR as of Q3 2023.

Bollard Group reported no remaining Ingersoll Rand position as of Q3 2023 after selling out during the quarter.
Bollard Group sold 50 Ingersoll Rand shares in Q3 2023, an estimated $3K.
Bollard Group first reported a position in Ingersoll Rand in Q2 2023 and held it in 1 quarter.
Bollard Group's Ingersoll Rand position peaked at $3K in Q2 2023.
728 funds tracked by Wall St. Rank held Ingersoll Rand as of Q3 2023.

Based on Bollard Group's 13F filing for Q3 2023, filed 14 Nov 2023.