PMG
IR icon

ProVise Management Group’s Ingersoll Rand IR Stock Holding History

ProVise Management 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
2022
Q2 		– Sell
-5,667
Closed -$285K – 345
2022
Q1 		$285K Buy
+5,667
New +$304K 0.03% 297

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

ProVise Management Group's IR Position: Q2 2022 in Review

ProVise Management Group sold out of Ingersoll Rand (IR) in Q2 2022, closing a stake of 5,667 shares — an estimated $285K sold.

ProVise Management Group first reported a position in IR in Q1 2022 and held it in 1 quarter. The position peaked at $285K in Q1 2022. 584 funds tracked by Wall St. Rank hold IR as of Q2 2022.

  • ProVise Management Group reported no remaining Ingersoll Rand position as of Q2 2022 after selling out during the quarter.
  • ProVise Management Group sold 5,667 Ingersoll Rand shares in Q2 2022, an estimated $285K.
  • ProVise Management Group first reported a position in Ingersoll Rand in Q1 2022 and held it in 1 quarter.
  • ProVise Management Group's Ingersoll Rand position peaked at $285K in Q1 2022.
  • 584 funds tracked by Wall St. Rank held Ingersoll Rand as of Q2 2022.

Based on ProVise Management Group's 13F filing for Q2 2022, filed 8 Aug 2022.