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FormulaFolio Investments’s Ingersoll Rand IR Stock Holding History

FormulaFolio Investments’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 		$30K Hold
615
– – 0.01% 170
2021
Q1 		$30K Buy
+615
New +$28.5K 0.01% 166

Other funds holding IR

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

FormulaFolio Investments's IR Position: Q2 2021 in Review

FormulaFolio Investments held its Ingersoll Rand (IR) position steady in Q2 2021 at 615 shares worth $30K. The position accounts for 0.01% of the portfolio, ranked #170.

FormulaFolio Investments first reported a position in IR in Q1 2021 and has held it in 2 quarters since. 573 funds tracked by Wall St. Rank hold IR as of Q2 2021.

  • FormulaFolio Investments held 615 shares of Ingersoll Rand worth $30K as of Q2 2021.
  • FormulaFolio Investments left its Ingersoll Rand share count unchanged in Q2 2021.
  • Ingersoll Rand made up 0.01% of FormulaFolio Investments's portfolio in Q2 2021, its #170 holding.
  • FormulaFolio Investments first reported a position in Ingersoll Rand in Q1 2021 and has held it in 2 quarters since.
  • 573 funds tracked by Wall St. Rank held Ingersoll Rand as of Q2 2021.

Based on FormulaFolio Investments's 13F filing for Q2 2021, filed 28 Jul 2021.