Laurel Wealth Advisors (North Carolina)’s Ingersoll Rand IR Stock Holding History

Laurel Wealth Advisors (North Carolina)’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 Q1	–	Sell	-1,150	Closed	-$42K	–	538
2019 Q4	$42K	Hold	1,150	–	–	0.01%	255
2019 Q3	$33K	Sell	1,150 -1,150	-50%	-$35.5K	0.01%	270
2019 Q2	$80K	Hold	2,300	–	–	0.03%	196
2019 Q1	$64K	Hold	2,300	–	–	0.02%	214
2018 Q4	$47K	Buy	+2,300	New	+$56.5K	0.02%	218

Other funds holding IR

KKRC

Kohlberg Kravis Roberts & Co New York $5.71B AUM 72.37% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s IR Position: Q1 2020 in Review

Laurel Wealth Advisors (North Carolina) sold out of Ingersoll Rand (IR) in Q1 2020, closing a stake of 1,150 shares — an estimated $42K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in IR in Q4 2018 and held it in 5 quarters. The position peaked at $80K in Q2 2019. 544 funds tracked by Wall St. Rank hold IR as of Q1 2020.

Laurel Wealth Advisors (North Carolina) reported no remaining Ingersoll Rand position as of Q1 2020 after selling out during the quarter.
Laurel Wealth Advisors (North Carolina) sold 1,150 Ingersoll Rand shares in Q1 2020, an estimated $42K.
Laurel Wealth Advisors (North Carolina) first reported a position in Ingersoll Rand in Q4 2018 and held it in 5 quarters.
Laurel Wealth Advisors (North Carolina)'s Ingersoll Rand position peaked at $80K in Q2 2019.
544 funds tracked by Wall St. Rank held Ingersoll Rand as of Q1 2020.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q1 2020, filed 30 Apr 2020.