Cypress Wealth Services’s Ingersoll Rand IR Stock Holding History

Cypress Wealth Services’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 Q3	–	Sell	-9,695	Closed	-$473K	–	245
2021 Q2	$473K	Hold	9,695	–	–	0.13%	140
2021 Q1	$477K	Hold	9,695	–	–	0.1%	156
2020 Q4	$442K	Buy	+9,695	New	+$401K	0.1%	164
2020 Q3	–	Sell	-10,087	Closed	-$338K	–	373
2020 Q2	$284K	Sell	10,087 -212	-2%	-$5.99K	0.07%	209
2020 Q1	$255K	Buy	+10,299	New	+$327K	0.08%	198

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

Cypress Wealth Services's IR Position: Q3 2021 in Review

Cypress Wealth Services sold out of Ingersoll Rand (IR) in Q3 2021, closing a stake of 9,695 shares — an estimated $473K sold.

Cypress Wealth Services first reported a position in IR in Q1 2020 and held it in 5 quarters. The position peaked at $477K in Q1 2021. 587 funds tracked by Wall St. Rank hold IR as of Q3 2021.

Cypress Wealth Services reported no remaining Ingersoll Rand position as of Q3 2021 after selling out during the quarter.
Cypress Wealth Services sold 9,695 Ingersoll Rand shares in Q3 2021, an estimated $473K.
Cypress Wealth Services first reported a position in Ingersoll Rand in Q1 2020 and held it in 5 quarters.
Cypress Wealth Services's Ingersoll Rand position peaked at $477K in Q1 2021.
587 funds tracked by Wall St. Rank held Ingersoll Rand as of Q3 2021.

Based on Cypress Wealth Services's 13F filing for Q3 2021, filed 13 Oct 2021.