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MPS Loria Financial Planners’s Ingersoll Rand IR Stock Holding History

MPS Loria Financial Planners’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
2021
Q2 		– Sell
-20
Closed – – 333
2021
Q1 		$0 Hold
20
– – ﹤0.01% 601
2020
Q4 		$1K Buy
+20
New +$828 ﹤0.01% 546

Other funds holding IR

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
KKRC
Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

MPS Loria Financial Planners's IR Position: Q2 2021 in Review

MPS Loria Financial Planners sold out of Ingersoll Rand (IR) in Q2 2021, closing a stake of 20 shares.

MPS Loria Financial Planners first reported a position in IR in Q4 2020 and held it in 2 quarters. The position peaked at $1K in Q4 2020. 574 funds tracked by Wall St. Rank hold IR as of Q2 2021.

  • MPS Loria Financial Planners reported no remaining Ingersoll Rand position as of Q2 2021 after selling out during the quarter.
  • MPS Loria Financial Planners sold 20 Ingersoll Rand shares in Q2 2021.
  • MPS Loria Financial Planners first reported a position in Ingersoll Rand in Q4 2020 and held it in 2 quarters.
  • MPS Loria Financial Planners's Ingersoll Rand position peaked at $1K in Q4 2020.
  • 574 funds tracked by Wall St. Rank held Ingersoll Rand as of Q2 2021.

Based on MPS Loria Financial Planners's 13F filing for Q2 2021, filed 20 Jul 2021.