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Squar Milner Financial Services’s Ingersoll Rand IR Stock Holding History

Squar Milner Financial Services’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
-22
Closed – – 449
2020
Q1 		$0 Buy
+22
New +$699 ﹤0.01% 820

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
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BlackRock
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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
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Squar Milner Financial Services's IR Position: Q2 2020 in Review

Squar Milner Financial Services sold out of Ingersoll Rand (IR) in Q2 2020, closing a stake of 22 shares.

Squar Milner Financial Services first reported a position in IR in Q1 2020 and held it in 1 quarter. The position peaked at $0 in Q1 2020. 523 funds tracked by Wall St. Rank hold IR as of Q2 2020.

  • Squar Milner Financial Services reported no remaining Ingersoll Rand position as of Q2 2020 after selling out during the quarter.
  • Squar Milner Financial Services sold 22 Ingersoll Rand shares in Q2 2020.
  • Squar Milner Financial Services first reported a position in Ingersoll Rand in Q1 2020 and held it in 1 quarter.
  • Squar Milner Financial Services's Ingersoll Rand position peaked at $0 in Q1 2020.
  • 523 funds tracked by Wall St. Rank held Ingersoll Rand as of Q2 2020.

Based on Squar Milner Financial Services's 13F filing for Q2 2020, filed 16 Jul 2020.