JWM
IR icon

Jeppson Wealth Management’s Ingersoll Rand IR Stock Holding History

Jeppson Wealth Management’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
2020
Q4 		– Sell
-1,060
Closed -$38K – 276
2020
Q3 		$38K Buy
+1,060
New +$35.5K 0.03% 248

Other funds holding IR

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
KKRC
Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Jeppson Wealth Management's IR Position: Q4 2020 in Review

Jeppson Wealth Management sold out of Ingersoll Rand (IR) in Q4 2020, closing a stake of 1,060 shares — an estimated $38K sold.

Jeppson Wealth Management first reported a position in IR in Q3 2020 and held it in 1 quarter. The position peaked at $38K in Q3 2020. 586 funds tracked by Wall St. Rank hold IR as of Q4 2020.

  • Jeppson Wealth Management reported no remaining Ingersoll Rand position as of Q4 2020 after selling out during the quarter.
  • Jeppson Wealth Management sold 1,060 Ingersoll Rand shares in Q4 2020, an estimated $38K.
  • Jeppson Wealth Management first reported a position in Ingersoll Rand in Q3 2020 and held it in 1 quarter.
  • Jeppson Wealth Management's Ingersoll Rand position peaked at $38K in Q3 2020.
  • 586 funds tracked by Wall St. Rank held Ingersoll Rand as of Q4 2020.

Based on Jeppson Wealth Management's 13F filing for Q4 2020, filed 5 Mar 2021.