Private Ocean’s Ingersoll Rand IR Stock Holding History

Private Ocean’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
2020 Q2	–	Sell	-70	Closed	-$1K	–	534
2020 Q1	$1K	Buy	+70	New	+$2.22K	﹤0.01%	500

Other funds holding IR

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

KKRC

Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 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

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

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

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

Private Ocean's IR Position: Q2 2020 in Review

Private Ocean sold out of Ingersoll Rand (IR) in Q2 2020, closing a stake of 70 shares — an estimated $1K sold.

Private Ocean first reported a position in IR in Q1 2020 and held it in 1 quarter. The position peaked at $1K in Q1 2020. 522 funds tracked by Wall St. Rank hold IR as of Q2 2020.

Private Ocean reported no remaining Ingersoll Rand position as of Q2 2020 after selling out during the quarter.
Private Ocean sold 70 Ingersoll Rand shares in Q2 2020, an estimated $1K.
Private Ocean first reported a position in Ingersoll Rand in Q1 2020 and held it in 1 quarter.
Private Ocean's Ingersoll Rand position peaked at $1K in Q1 2020.
522 funds tracked by Wall St. Rank held Ingersoll Rand as of Q2 2020.

Based on Private Ocean's 13F filing for Q2 2020, filed 24 Jul 2020.