CSat Investment Advisory’s Ingersoll Rand IR Stock Holding History

CSat Investment Advisory’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 Q1	$44K	Buy	900 +96	+12%	+$4.44K	0.04%	225
2020 Q4	$37K	Sell	804 -2,171	-73%	-$89.8K	0.03%	215
2020 Q3	$105K	Sell	2,975 -38	-1%	-$1.27K	0.01%	441
2020 Q2	$85K	Sell	3,013 -3	-0.1%	-$85	0.01%	533
2020 Q1	$74K	Buy	3,016 +2,799	+1,290%	+$88.9K	0.02%	413
2019 Q4	$8K	Buy	217 +26	+14%	+$853	﹤0.01%	1030
2019 Q3	$5K	Buy	191 +26	+16%	+$804	﹤0.01%	1042
2019 Q2	$6K	Buy	+165	New	+$5.33K	﹤0.01%	1025

Other funds holding IR

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

KKRC

Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 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

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

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

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

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

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

CSat Investment Advisory's IR Position: Q1 2021 in Review

CSat Investment Advisory increased its Ingersoll Rand (IR) stake by 12% in Q1 2021, buying an estimated $4.44K and bringing the position to 900 shares worth $44K. The position accounts for 0.04% of the portfolio, ranked #225.

CSat Investment Advisory first reported a position in IR in Q2 2019 and has held it in 8 quarters since. The position peaked at $105K in Q3 2020. 587 funds tracked by Wall St. Rank hold IR as of Q1 2021.

CSat Investment Advisory held 900 shares of Ingersoll Rand worth $44K as of Q1 2021.
CSat Investment Advisory bought 96 Ingersoll Rand shares in Q1 2021, an estimated $4.44K.
Ingersoll Rand made up 0.04% of CSat Investment Advisory's portfolio in Q1 2021, its #225 holding.
CSat Investment Advisory first reported a position in Ingersoll Rand in Q2 2019 and has held it in 8 quarters since.
CSat Investment Advisory's Ingersoll Rand position peaked at $105K in Q3 2020.
587 funds tracked by Wall St. Rank held Ingersoll Rand as of Q1 2021.

Based on CSat Investment Advisory's 13F filing for Q1 2021, filed 13 May 2021.