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Braun-Bostich & Associates’s Ingersoll Rand IR Stock Holding History

Braun-Bostich & Associates’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
2020
Q3 		– Sell
-637
Closed -$18K – 290
2020
Q2 		$18K Sell
637
-88
-12% -$2.49K 0.02% 179
2020
Q1 		$17K Buy
+725
New +$23K 0.02% 173

Other funds holding IR

T. Rowe Price Associates
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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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
DCP
D1 Capital Partners New York $11.2B AUM 15.78% 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

Braun-Bostich & Associates's IR Position: Q3 2020 in Review

Braun-Bostich & Associates sold out of Ingersoll Rand (IR) in Q3 2020, closing a stake of 637 shares — an estimated $18K sold.

Braun-Bostich & Associates first reported a position in IR in Q1 2020 and held it in 2 quarters. The position peaked at $18K in Q2 2020. 503 funds tracked by Wall St. Rank hold IR as of Q3 2020.

  • Braun-Bostich & Associates reported no remaining Ingersoll Rand position as of Q3 2020 after selling out during the quarter.
  • Braun-Bostich & Associates sold 637 Ingersoll Rand shares in Q3 2020, an estimated $18K.
  • Braun-Bostich & Associates first reported a position in Ingersoll Rand in Q1 2020 and held it in 2 quarters.
  • Braun-Bostich & Associates's Ingersoll Rand position peaked at $18K in Q2 2020.
  • 503 funds tracked by Wall St. Rank held Ingersoll Rand as of Q3 2020.

Based on Braun-Bostich & Associates's 13F filing for Q3 2020, filed 9 Oct 2020.