Caldwell Trust’s Ingersoll Rand IR Stock Holding History

Caldwell Trust’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	-257	Closed	-$7.23K	–	747
2020 Q2	$7.23K	Hold	257	–	–	﹤0.01%	666
2020 Q1	$6.37K	Buy	+257	New	+$8.16K	﹤0.01%	680

Other funds holding IR

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

KKRC

Kohlberg Kravis Roberts & Co New York $5.71B AUM 72.37% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

DCP

D1 Capital Partners New York $34.8B AUM 11.34% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

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

Caldwell Trust's IR Position: Q3 2020 in Review

Caldwell Trust sold out of Ingersoll Rand (IR) in Q3 2020, closing a stake of 257 shares — an estimated $7.23K sold.

Caldwell Trust first reported a position in IR in Q1 2020 and held it in 2 quarters. The position peaked at $7.23K in Q2 2020. 504 funds tracked by Wall St. Rank hold IR as of Q3 2020.

Caldwell Trust reported no remaining Ingersoll Rand position as of Q3 2020 after selling out during the quarter.
Caldwell Trust sold 257 Ingersoll Rand shares in Q3 2020, an estimated $7.23K.
Caldwell Trust first reported a position in Ingersoll Rand in Q1 2020 and held it in 2 quarters.
Caldwell Trust's Ingersoll Rand position peaked at $7.23K in Q2 2020.
504 funds tracked by Wall St. Rank held Ingersoll Rand as of Q3 2020.

Based on Caldwell Trust's 13F filing for Q3 2020, filed 2 Oct 2025.