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Selective Wealth Management’s Ingersoll Rand IR Stock Holding History

Selective Wealth Management’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
Q3 		– Sell
-181
Closed -$5K – 365
2020
Q2 		$5K Hold
181
– – ﹤0.01% 303
2020
Q1 		$4K Hold
181
– – 0.01% 224
2019
Q4 		$7K Hold
181
– – 0.01% 186
2019
Q3 		$5K Buy
+181
New +$5.59K 0.01% 221

Other funds holding IR

T. Rowe Price Associates
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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
DCP
D1 Capital Partners New York $11.2B AUM 15.78% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Selective Wealth Management's IR Position: Q3 2020 in Review

Selective Wealth Management sold out of Ingersoll Rand (IR) in Q3 2020, closing a stake of 181 shares — an estimated $5K sold.

Selective Wealth Management first reported a position in IR in Q3 2019 and held it in 4 quarters. The position peaked at $7K in Q4 2019. 503 funds tracked by Wall St. Rank hold IR as of Q3 2020.

  • Selective Wealth Management reported no remaining Ingersoll Rand position as of Q3 2020 after selling out during the quarter.
  • Selective Wealth Management sold 181 Ingersoll Rand shares in Q3 2020, an estimated $5K.
  • Selective Wealth Management first reported a position in Ingersoll Rand in Q3 2019 and held it in 4 quarters.
  • Selective Wealth Management's Ingersoll Rand position peaked at $7K in Q4 2019.
  • 503 funds tracked by Wall St. Rank held Ingersoll Rand as of Q3 2020.

Based on Selective Wealth Management's 13F filing for Q3 2020, filed 21 Oct 2020.