Lenox Wealth Advisors’s Ingersoll Rand IR Stock Holding History

Lenox Wealth Advisors’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	-48	Closed	-$2K	–	857
2019 Q4	$2K	Sell	48 -65	-58%	-$2.13K	﹤0.01%	607
2019 Q3	$3K	Hold	113	–	–	﹤0.01%	455
2019 Q2	$4K	Sell	113 -134	-54%	-$4.33K	﹤0.01%	332
2019 Q1	$7K	Buy	247 +134	+119%	+$3.37K	﹤0.01%	309
2018 Q4	$2K	Hold	113	–	–	﹤0.01%	339
2018 Q3	$3K	Hold	113	–	–	﹤0.01%	338
2018 Q2	$3K	Hold	113	–	–	﹤0.01%	484
2018 Q1	$3K	Buy	113 +48	+74%	+$1.6K	﹤0.01%	446
2017 Q4	$2K	Hold	65	–	–	﹤0.01%	341
2017 Q3	$2K	Buy	+65	New	+$1.53K	﹤0.01%	157

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

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

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

BlackRock New York $5.72T AUM 30.48% 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

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Lenox Wealth Advisors's IR Position: Q1 2020 in Review

Lenox Wealth Advisors sold out of Ingersoll Rand (IR) in Q1 2020, closing a stake of 48 shares — an estimated $2K sold.

Lenox Wealth Advisors first reported a position in IR in Q3 2017 and held it in 10 quarters. The position peaked at $7K in Q1 2019. 544 funds tracked by Wall St. Rank hold IR as of Q1 2020.

Lenox Wealth Advisors reported no remaining Ingersoll Rand position as of Q1 2020 after selling out during the quarter.
Lenox Wealth Advisors sold 48 Ingersoll Rand shares in Q1 2020, an estimated $2K.
Lenox Wealth Advisors first reported a position in Ingersoll Rand in Q3 2017 and held it in 10 quarters.
Lenox Wealth Advisors's Ingersoll Rand position peaked at $7K in Q1 2019.
544 funds tracked by Wall St. Rank held Ingersoll Rand as of Q1 2020.

Based on Lenox Wealth Advisors's 13F filing for Q1 2020, filed 3 Apr 2020.