Carroll Financial Associates’s Ingersoll Rand IR Stock Holding History

Carroll Financial 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
2021 Q4	$20K	Buy	338 +8	+2%	+$456	﹤0.01%	977
2021 Q3	$16K	Hold	330	–	–	﹤0.01%	1056
2021 Q2	$16K	Sell	330 -78	-19%	-$3.83K	﹤0.01%	1147
2021 Q1	$20K	Buy	408 +88	+28%	+$4.07K	﹤0.01%	1019
2020 Q4	$14K	Hold	320	–	–	﹤0.01%	1021
2020 Q3	$11K	Hold	320	–	–	﹤0.01%	1009
2020 Q2	$8K	Hold	320	–	–	﹤0.01%	1083
2020 Q1	$7K	Buy	+320	New	+$10.2K	﹤0.01%	1043

Other funds holding IR

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Carroll Financial Associates's IR Position: Q4 2021 in Review

Carroll Financial Associates increased its Ingersoll Rand (IR) stake by 2.4% in Q4 2021, buying an estimated $456 and bringing the position to 338 shares worth $20K. The position accounts for ﹤0.01% of the portfolio, ranked #977.

Carroll Financial Associates first reported a position in IR in Q1 2020 and has held it in 8 quarters since. 662 funds tracked by Wall St. Rank hold IR as of Q4 2021.

Carroll Financial Associates held 338 shares of Ingersoll Rand worth $20K as of Q4 2021.
Carroll Financial Associates bought 8 Ingersoll Rand shares in Q4 2021, an estimated $456.
Ingersoll Rand made up ﹤0.01% of Carroll Financial Associates's portfolio in Q4 2021, its #977 holding.
Carroll Financial Associates first reported a position in Ingersoll Rand in Q1 2020 and has held it in 8 quarters since.
662 funds tracked by Wall St. Rank held Ingersoll Rand as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.