Mark Sheptoff Financial Planning’s Ingersoll Rand IR Stock Holding History

Mark Sheptoff Financial Planning’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 Q1	–	Sell	-30	Closed	-$1.57K	–	392
2022 Q4	$1.57K	Hold	30	–	–	﹤0.01%	356
2022 Q3	$1K	Hold	30	–	–	﹤0.01%	349
2022 Q2	$1K	Hold	30	–	–	﹤0.01%	364
2022 Q1	$2K	Hold	30	–	–	﹤0.01%	382
2021 Q4	$2K	Hold	30	–	–	﹤0.01%	410
2021 Q3	$2K	Hold	30	–	–	﹤0.01%	365
2021 Q2	$1K	Hold	30	–	–	﹤0.01%	401
2021 Q1	$1K	Hold	30	–	–	﹤0.01%	362
2020 Q4	$1K	Hold	30	–	–	﹤0.01%	341
2020 Q3	$1K	Hold	30	–	–	﹤0.01%	316
2020 Q2	$1K	Hold	30	–	–	﹤0.01%	345
2020 Q1	$1K	Buy	+30	New	+$953	﹤0.01%	326
2018 Q3	–	Sell	-250	Closed	-$7K	–	368
2018 Q2	$7K	Hold	250	–	–	0.01%	303
2018 Q1	$8K	Hold	250	–	–	0.01%	305
2017 Q4	$8K	Hold	250	–	–	0.01%	297
2017 Q3	$7K	Buy	+250	New	+$5.89K	﹤0.01%	308

Other funds holding IR

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Mark Sheptoff Financial Planning's IR Position: Q1 2023 in Review

Mark Sheptoff Financial Planning sold out of Ingersoll Rand (IR) in Q1 2023, closing a stake of 30 shares — an estimated $1.57K sold.

Mark Sheptoff Financial Planning first reported a position in IR in Q3 2017 and held it in 16 quarters. The position peaked at $8K in Q1 2018. 682 funds tracked by Wall St. Rank hold IR as of Q1 2023.

Mark Sheptoff Financial Planning reported no remaining Ingersoll Rand position as of Q1 2023 after selling out during the quarter.
Mark Sheptoff Financial Planning sold 30 Ingersoll Rand shares in Q1 2023, an estimated $1.57K.
Mark Sheptoff Financial Planning first reported a position in Ingersoll Rand in Q3 2017 and held it in 16 quarters.
Mark Sheptoff Financial Planning's Ingersoll Rand position peaked at $8K in Q1 2018.
682 funds tracked by Wall St. Rank held Ingersoll Rand as of Q1 2023.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2023, filed 11 May 2023.