RMR Wealth Builders’s Ingersoll Rand IR Stock Holding History

RMR Wealth Builders’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	-2,639	Closed	-$130K	–	414
2021 Q1	$130K	Hold	2,639	–	–	0.03%	241
2020 Q4	$120K	Buy	+2,639	New	+$109K	0.06%	191
2020 Q3	–	Sell	-2,639	Closed	-$74K	–	341
2020 Q2	$74K	Buy	+2,639	New	+$74.5K	0.07%	193

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

KKRC

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

RMR Wealth Builders's IR Position: Q2 2021 in Review

RMR Wealth Builders sold out of Ingersoll Rand (IR) in Q2 2021, closing a stake of 2,639 shares — an estimated $130K sold.

RMR Wealth Builders first reported a position in IR in Q2 2020 and held it in 3 quarters. The position peaked at $130K in Q1 2021. 573 funds tracked by Wall St. Rank hold IR as of Q2 2021.

RMR Wealth Builders reported no remaining Ingersoll Rand position as of Q2 2021 after selling out during the quarter.
RMR Wealth Builders sold 2,639 Ingersoll Rand shares in Q2 2021, an estimated $130K.
RMR Wealth Builders first reported a position in Ingersoll Rand in Q2 2020 and held it in 3 quarters.
RMR Wealth Builders's Ingersoll Rand position peaked at $130K in Q1 2021.
573 funds tracked by Wall St. Rank held Ingersoll Rand as of Q2 2021.

Based on RMR Wealth Builders's 13F filing for Q2 2021, filed 16 Aug 2021.