Reilly Financial Advisors’s Ingersoll Rand IR Stock Holding History

Reilly Financial 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
2021 Q4	$5K	Buy	+78	New	+$4.44K	﹤0.01%	835
2021 Q3	–	Sell	-114	Closed	-$6K	–	982
2021 Q2	$6K	Hold	114	–	–	﹤0.01%	768
2021 Q1	$6K	Hold	114	–	–	﹤0.01%	769
2020 Q4	$5K	Buy	114 +36	+46%	+$1.49K	﹤0.01%	709
2020 Q3	$3K	Hold	78	–	–	﹤0.01%	718
2020 Q2	$2K	Sell	78 -8	-9%	-$226	﹤0.01%	815
2020 Q1	$2K	Buy	+86	New	+$2.73K	﹤0.01%	789

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 $315B AUM 27.84% 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

Reilly Financial Advisors's IR Position: Q4 2021 in Review

Reilly Financial Advisors opened a new position in Ingersoll Rand (IR) in Q4 2021: 78 shares worth $5K. The stake represents ﹤0.01% of the portfolio and ranks #835 among its holdings. This is a return to the name: Reilly Financial Advisors previously reported a position in IR as recently as Q2 2021.

Reilly Financial Advisors first reported a position in IR in Q1 2020 and has held it in 7 quarters since. The position peaked at $6K in Q2 2021. 662 funds tracked by Wall St. Rank hold IR as of Q4 2021.

Reilly Financial Advisors held 78 shares of Ingersoll Rand worth $5K as of Q4 2021.
Ingersoll Rand was a new Reilly Financial Advisors position in Q4 2021.
Ingersoll Rand made up ﹤0.01% of Reilly Financial Advisors's portfolio in Q4 2021, its #835 holding.
Reilly Financial Advisors first reported a position in Ingersoll Rand in Q1 2020 and has held it in 7 quarters since.
Reilly Financial Advisors's Ingersoll Rand position peaked at $6K in Q2 2021.
662 funds tracked by Wall St. Rank held Ingersoll Rand as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.