Charter Oak Capital Management’s Ingersoll Rand IR Stock Holding History

Charter Oak Capital Management’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 Q2	–	Sell	-351	Closed	-$18K	–	964
2022 Q1	$18K	Buy	351 +95	+37%	+$5.09K	﹤0.01%	535
2021 Q4	$16K	Hold	256	–	–	﹤0.01%	546
2021 Q3	$13K	Buy	256 +14	+6%	+$713	﹤0.01%	539
2021 Q2	$12K	Hold	242	–	–	﹤0.01%	543
2021 Q1	$12K	Hold	242	–	–	﹤0.01%	516
2020 Q4	$11K	Buy	+242	New	+$10K	﹤0.01%	494

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

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

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

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

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

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

Charter Oak Capital Management's IR Position: Q2 2022 in Review

Charter Oak Capital Management sold out of Ingersoll Rand (IR) in Q2 2022, closing a stake of 351 shares — an estimated $18K sold.

Charter Oak Capital Management first reported a position in IR in Q4 2020 and held it in 6 quarters. The position peaked at $18K in Q1 2022. 584 funds tracked by Wall St. Rank hold IR as of Q2 2022.

Charter Oak Capital Management reported no remaining Ingersoll Rand position as of Q2 2022 after selling out during the quarter.
Charter Oak Capital Management sold 351 Ingersoll Rand shares in Q2 2022, an estimated $18K.
Charter Oak Capital Management first reported a position in Ingersoll Rand in Q4 2020 and held it in 6 quarters.
Charter Oak Capital Management's Ingersoll Rand position peaked at $18K in Q1 2022.
584 funds tracked by Wall St. Rank held Ingersoll Rand as of Q2 2022.

Based on Charter Oak Capital Management's 13F filing for Q2 2022, filed 21 Jul 2022.