Mascoma Wealth Management’s Ingersoll Rand IR Stock Holding History

Mascoma Wealth Management’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
2022 Q4	–	Sell	-308	Closed	-$13K	–	648
2022 Q3	$13K	Hold	308	–	–	﹤0.01%	373
2022 Q2	$13K	Hold	308	–	–	﹤0.01%	391
2022 Q1	$16K	Hold	308	–	–	0.01%	393
2021 Q4	$19K	Hold	308	–	–	0.01%	335
2021 Q3	$16K	Buy	+308	New	+$15.7K	0.01%	312
2021 Q2	–	Sell	-308	Closed	-$15K	–	274
2021 Q1	$15K	Buy	+308	New	+$14.3K	0.01%	319

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Mascoma Wealth Management's IR Position: Q4 2022 in Review

Mascoma Wealth Management sold out of Ingersoll Rand (IR) in Q4 2022, closing a stake of 308 shares — an estimated $13K sold.

Mascoma Wealth Management first reported a position in IR in Q1 2021 and held it in 6 quarters. The position peaked at $19K in Q4 2021. 658 funds tracked by Wall St. Rank hold IR as of Q4 2022.

Mascoma Wealth Management reported no remaining Ingersoll Rand position as of Q4 2022 after selling out during the quarter.
Mascoma Wealth Management sold 308 Ingersoll Rand shares in Q4 2022, an estimated $13K.
Mascoma Wealth Management first reported a position in Ingersoll Rand in Q1 2021 and held it in 6 quarters.
Mascoma Wealth Management's Ingersoll Rand position peaked at $19K in Q4 2021.
658 funds tracked by Wall St. Rank held Ingersoll Rand as of Q4 2022.

Based on Mascoma Wealth Management's 13F filing for Q4 2022, filed 20 Jan 2023.