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Cahill Financial Advisors’s Ingersoll Rand IR Stock Holding History

Cahill Financial 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
Q4 		– Sell
-441
Closed -$22K – 485
2021
Q3 		$22K Buy
+441
New +$22.4K ﹤0.01% 437

Other funds holding IR

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Cahill Financial Advisors's IR Position: Q4 2021 in Review

Cahill Financial Advisors sold out of Ingersoll Rand (IR) in Q4 2021, closing a stake of 441 shares — an estimated $22K sold.

Cahill Financial Advisors first reported a position in IR in Q3 2021 and held it in 1 quarter. The position peaked at $22K in Q3 2021. 661 funds tracked by Wall St. Rank hold IR as of Q4 2021.

  • Cahill Financial Advisors reported no remaining Ingersoll Rand position as of Q4 2021 after selling out during the quarter.
  • Cahill Financial Advisors sold 441 Ingersoll Rand shares in Q4 2021, an estimated $22K.
  • Cahill Financial Advisors first reported a position in Ingersoll Rand in Q3 2021 and held it in 1 quarter.
  • Cahill Financial Advisors's Ingersoll Rand position peaked at $22K in Q3 2021.
  • 661 funds tracked by Wall St. Rank held Ingersoll Rand as of Q4 2021.

Based on Cahill Financial Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.