FMA Advisory’s Ingersoll Rand IR Stock Holding History

FMA 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 Q2	–	Sell	-7,656	Closed	-$377K	–	149
2021 Q1	$377K	Sell	7,656 -88	-1%	-$4.07K	0.12%	145
2020 Q4	$353K	Sell	7,744 -465	-6%	-$19.2K	0.12%	147
2020 Q3	$292K	Sell	8,209 -230	-3%	-$7.7K	0.12%	150
2020 Q2	$237K	Sell	8,439 -588	-7%	-$16.6K	0.11%	145
2020 Q1	$1.17M	Buy	+9,027	New	+$287K	0.63%	54

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

KKRC

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

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

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

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

FMA Advisory's IR Position: Q2 2021 in Review

FMA Advisory sold out of Ingersoll Rand (IR) in Q2 2021, closing a stake of 7,656 shares — an estimated $377K sold.

FMA Advisory first reported a position in IR in Q1 2020 and held it in 5 quarters. The position peaked at $1.17M in Q1 2020. 573 funds tracked by Wall St. Rank hold IR as of Q2 2021.

FMA Advisory reported no remaining Ingersoll Rand position as of Q2 2021 after selling out during the quarter.
FMA Advisory sold 7,656 Ingersoll Rand shares in Q2 2021, an estimated $377K.
FMA Advisory first reported a position in Ingersoll Rand in Q1 2020 and held it in 5 quarters.
FMA Advisory's Ingersoll Rand position peaked at $1.17M in Q1 2020.
573 funds tracked by Wall St. Rank held Ingersoll Rand as of Q2 2021.

Based on FMA Advisory's 13F filing for Q2 2021, filed 13 Aug 2021.