Next Financial Group’s Ingersoll Rand IR Stock Holding History

Next Financial Group’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 Q4	$35K	Sell	574 -34	-6%	-$1.94K	﹤0.01%	1641
2021 Q3	$31K	Buy	608 +214	+54%	+$10.9K	﹤0.01%	1625
2021 Q2	$20K	Buy	394 +55	+16%	+$2.7K	﹤0.01%	1745
2021 Q1	$17K	Hold	339	–	–	﹤0.01%	1705
2020 Q4	$15K	Hold	339	–	–	﹤0.01%	1646
2020 Q3	$12K	Buy	+339	New	+$11.3K	﹤0.01%	1575
2020 Q2	–	Sell	-659	Closed	-$16K	–	1224
2020 Q1	$16K	Buy	659 +383	+139%	+$12.2K	﹤0.01%	1362
2019 Q4	$10K	Hold	276	–	–	﹤0.01%	1771
2019 Q3	$8K	Hold	276	–	–	﹤0.01%	1770
2019 Q2	$10K	Buy	+276	New	+$8.91K	﹤0.01%	1685

Other funds holding IR

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

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

Next Financial Group's IR Position: Q4 2021 in Review

Next Financial Group reduced its Ingersoll Rand (IR) stake by 5.6% in Q4 2021, selling an estimated $1.94K and leaving 574 shares worth $35K. The position accounts for ﹤0.01% of the portfolio, ranked #1641.

Next Financial Group first reported a position in IR in Q2 2019 and has held it in 10 quarters since. 661 funds tracked by Wall St. Rank hold IR as of Q4 2021.

Next Financial Group held 574 shares of Ingersoll Rand worth $35K as of Q4 2021.
Next Financial Group sold 34 Ingersoll Rand shares in Q4 2021, an estimated $1.94K.
Ingersoll Rand made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #1641 holding.
Next Financial Group first reported a position in Ingersoll Rand in Q2 2019 and has held it in 10 quarters since.
661 funds tracked by Wall St. Rank held Ingersoll Rand as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.