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Center for Financial Planning’s Ingersoll Rand IR Stock Holding History

Center for Financial Planning’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
2022
Q1 		– Sell
-18
Closed -$1K – 557
2021
Q4 		$1K Buy
+18
New +$1.02K ﹤0.01% 511
2020
Q2 		– Sell
-25
Closed -$1K – 513
2020
Q1 		$1K Buy
+25
New +$794 ﹤0.01% 534

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Center for Financial Planning's IR Position: Q1 2022 in Review

Center for Financial Planning sold out of Ingersoll Rand (IR) in Q1 2022, closing a stake of 18 shares — an estimated $1K sold.

Center for Financial Planning first reported a position in IR in Q1 2020 and held it in 2 quarters. The position peaked at $1K in Q4 2021. 612 funds tracked by Wall St. Rank hold IR as of Q1 2022.

  • Center for Financial Planning reported no remaining Ingersoll Rand position as of Q1 2022 after selling out during the quarter.
  • Center for Financial Planning sold 18 Ingersoll Rand shares in Q1 2022, an estimated $1K.
  • Center for Financial Planning first reported a position in Ingersoll Rand in Q1 2020 and held it in 2 quarters.
  • Center for Financial Planning's Ingersoll Rand position peaked at $1K in Q4 2021.
  • 612 funds tracked by Wall St. Rank held Ingersoll Rand as of Q1 2022.

Based on Center for Financial Planning's 13F filing for Q1 2022, filed 3 May 2022.