Diversified Trust’s Ingersoll Rand IR Stock Holding History

Diversified Trust’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
2023 Q2	–	Sell	-3,685	Closed	-$214K	–	867
2023 Q1	$214K	Buy	+3,685	New	+$208K	0.01%	729

Other funds holding IR

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

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

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

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

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

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

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

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

Diversified Trust's IR Position: Q2 2023 in Review

Diversified Trust sold out of Ingersoll Rand (IR) in Q2 2023, closing a stake of 3,685 shares — an estimated $214K sold.

Diversified Trust first reported a position in IR in Q1 2023 and held it in 1 quarter. The position peaked at $214K in Q1 2023. 717 funds tracked by Wall St. Rank hold IR as of Q2 2023.

Diversified Trust reported no remaining Ingersoll Rand position as of Q2 2023 after selling out during the quarter.
Diversified Trust sold 3,685 Ingersoll Rand shares in Q2 2023, an estimated $214K.
Diversified Trust first reported a position in Ingersoll Rand in Q1 2023 and held it in 1 quarter.
Diversified Trust's Ingersoll Rand position peaked at $214K in Q1 2023.
717 funds tracked by Wall St. Rank held Ingersoll Rand as of Q2 2023.

Based on Diversified Trust's 13F filing for Q2 2023, filed 18 Jul 2023.