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Milestone Investment Advisors’s Ingersoll Rand IR Stock Holding History

Milestone Investment 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
2023
Q2 		– Sell
-30
Closed -$1.75K – 268
2023
Q1 		$1.75K Buy
+30
New +$1.69K ﹤0.01% 400

Other funds holding IR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Milestone Investment Advisors's IR Position: Q2 2023 in Review

Milestone Investment Advisors sold out of Ingersoll Rand (IR) in Q2 2023, closing a stake of 30 shares — an estimated $1.75K sold.

Milestone Investment Advisors first reported a position in IR in Q1 2023 and held it in 1 quarter. The position peaked at $1.75K in Q1 2023. 717 funds tracked by Wall St. Rank hold IR as of Q2 2023.

  • Milestone Investment Advisors reported no remaining Ingersoll Rand position as of Q2 2023 after selling out during the quarter.
  • Milestone Investment Advisors sold 30 Ingersoll Rand shares in Q2 2023, an estimated $1.75K.
  • Milestone Investment Advisors first reported a position in Ingersoll Rand in Q1 2023 and held it in 1 quarter.
  • Milestone Investment Advisors's Ingersoll Rand position peaked at $1.75K in Q1 2023.
  • 717 funds tracked by Wall St. Rank held Ingersoll Rand as of Q2 2023.

Based on Milestone Investment Advisors's 13F filing for Q2 2023, filed 2 Aug 2023.