Kelly Financial Services’s Ingersoll Rand IR Stock Holding History

Kelly 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
2023 Q2	–	Sell	-39	Closed	-$2.27K	–	738
2023 Q1	$2.27K	Hold	39	–	–	﹤0.01%	517
2022 Q4	$2.04K	Hold	39	–	–	﹤0.01%	506
2022 Q3	$1.69K	Hold	39	–	–	﹤0.01%	523
2022 Q2	$1.64K	Hold	39	–	–	﹤0.01%	522
2022 Q1	$1.96K	Hold	39	–	–	﹤0.01%	521
2021 Q4	$2.41K	Hold	39	–	–	﹤0.01%	517
2021 Q3	$1.97K	Sell	39 -1,865	-98%	-$94.9K	﹤0.01%	514
2021 Q2	$39K	Buy	1,904 +1,865	+4,782%	+$91.5K	﹤0.01%	483
2021 Q1	$1.92K	Hold	39	–	–	﹤0.01%	503
2020 Q4	$1.78K	Hold	39	–	–	﹤0.01%	475
2020 Q3	$1.39K	Sell	39 -131	-77%	-$4.39K	﹤0.01%	459
2020 Q2	$4.78K	Sell	170 -54	-24%	-$1.52K	﹤0.01%	340
2020 Q1	$5.55K	Buy	+224	New	+$7.11K	0.01%	285

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

Kelly Financial Services's IR Position: Q2 2023 in Review

Kelly Financial Services sold out of Ingersoll Rand (IR) in Q2 2023, closing a stake of 39 shares — an estimated $2.27K sold.

Kelly Financial Services first reported a position in IR in Q1 2020 and held it in 13 quarters. The position peaked at $39K in Q2 2021. 717 funds tracked by Wall St. Rank hold IR as of Q2 2023.

Kelly Financial Services reported no remaining Ingersoll Rand position as of Q2 2023 after selling out during the quarter.
Kelly Financial Services sold 39 Ingersoll Rand shares in Q2 2023, an estimated $2.27K.
Kelly Financial Services first reported a position in Ingersoll Rand in Q1 2020 and held it in 13 quarters.
Kelly Financial Services's Ingersoll Rand position peaked at $39K in Q2 2021.
717 funds tracked by Wall St. Rank held Ingersoll Rand as of Q2 2023.

Based on Kelly Financial Services's 13F filing for Q2 2023, filed 17 Jul 2024.