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Kore Private Wealth’s Ingersoll Rand IR Stock Holding History

Kore Private Wealth’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
Q3 		– Sell
-1,206
Closed -$33K – 668
2020
Q2 		$33K Hold
1,206
– – 0.01% 549
2020
Q1 		$30K Buy
+1,206
New +$38.3K 0.01% 517

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
DCP
D1 Capital Partners New York $11.2B AUM 15.78% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Kore Private Wealth's IR Position: Q3 2020 in Review

Kore Private Wealth sold out of Ingersoll Rand (IR) in Q3 2020, closing a stake of 1,206 shares — an estimated $33K sold.

Kore Private Wealth first reported a position in IR in Q1 2020 and held it in 2 quarters. The position peaked at $33K in Q2 2020. 503 funds tracked by Wall St. Rank hold IR as of Q3 2020.

  • Kore Private Wealth reported no remaining Ingersoll Rand position as of Q3 2020 after selling out during the quarter.
  • Kore Private Wealth sold 1,206 Ingersoll Rand shares in Q3 2020, an estimated $33K.
  • Kore Private Wealth first reported a position in Ingersoll Rand in Q1 2020 and held it in 2 quarters.
  • Kore Private Wealth's Ingersoll Rand position peaked at $33K in Q2 2020.
  • 503 funds tracked by Wall St. Rank held Ingersoll Rand as of Q3 2020.

Based on Kore Private Wealth's 13F filing for Q3 2020, filed 13 Nov 2020.