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Heritage Financial Services’s Ingersoll Rand IR Stock Holding History

Heritage Financial 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
2022
Q3 		– Sell
-562
Closed -$23K – 263
2022
Q2 		$23K Buy
+562
New +$25.6K 0.01% 231

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Artisan Partners
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Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Heritage Financial Services's IR Position: Q3 2022 in Review

Heritage Financial Services sold out of Ingersoll Rand (IR) in Q3 2022, closing a stake of 562 shares — an estimated $23K sold.

Heritage Financial Services first reported a position in IR in Q2 2022 and held it in 1 quarter. The position peaked at $23K in Q2 2022. 581 funds tracked by Wall St. Rank hold IR as of Q3 2022.

  • Heritage Financial Services reported no remaining Ingersoll Rand position as of Q3 2022 after selling out during the quarter.
  • Heritage Financial Services sold 562 Ingersoll Rand shares in Q3 2022, an estimated $23K.
  • Heritage Financial Services first reported a position in Ingersoll Rand in Q2 2022 and held it in 1 quarter.
  • Heritage Financial Services's Ingersoll Rand position peaked at $23K in Q2 2022.
  • 581 funds tracked by Wall St. Rank held Ingersoll Rand as of Q3 2022.

Based on Heritage Financial Services's 13F filing for Q3 2022, filed 3 Nov 2022.