Ladenburg Thalmann Financial Services’s Ingersoll Rand IR Stock Holding History

Ladenburg Thalmann 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
2019 Q4	$1K	Sell	28 -224	-89%	-$7.35K	﹤0.01%	5201
2019 Q3	$7K	Sell	252 -100	-28%	-$3.09K	﹤0.01%	4541
2019 Q2	$12K	Buy	352 +2	+0.6%	+$65	﹤0.01%	4349
2019 Q1	$10K	Sell	350 -168	-32%	-$4.23K	﹤0.01%	4364
2018 Q4	$10K	Buy	518 +212	+69%	+$5.2K	﹤0.01%	4273
2018 Q3	$8K	Buy	306 +127	+71%	+$3.56K	﹤0.01%	4391
2018 Q2	$5K	Hold	179	–	–	﹤0.01%	4588
2018 Q1	$5K	Sell	179 -88	-33%	-$2.93K	﹤0.01%	4588
2017 Q4	$9K	Buy	+267	New	+$7.96K	﹤0.01%	4237

Other funds holding IR

KKRC

Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return

WRF

Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

EVM

Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return

Ladenburg Thalmann Financial Services's IR Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services reduced its Ingersoll Rand (IR) stake by 89% in Q4 2019, selling an estimated $7.35K and leaving 28 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #5201.

Ladenburg Thalmann Financial Services first reported a position in IR in Q4 2017 and has held it in 9 quarters since. The position peaked at $12K in Q2 2019. 190 funds tracked by Wall St. Rank hold IR as of Q4 2019.

Ladenburg Thalmann Financial Services held 28 shares of Ingersoll Rand worth $1K as of Q4 2019.
Ladenburg Thalmann Financial Services sold 224 Ingersoll Rand shares in Q4 2019, an estimated $7.35K.
Ingersoll Rand made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #5201 holding.
Ladenburg Thalmann Financial Services first reported a position in Ingersoll Rand in Q4 2017 and has held it in 9 quarters since.
Ladenburg Thalmann Financial Services's Ingersoll Rand position peaked at $12K in Q2 2019.
190 funds tracked by Wall St. Rank held Ingersoll Rand as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.