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Sterling Financial Planning’s Ingersoll Rand IR Stock Holding History

Sterling Financial Planning’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 		– Sell
-245
Closed -$12K – 239
2021
Q3 		$12K Hold
245
– – 0.01% 303
2021
Q2 		$12K Hold
245
– – 0.01% 289
2021
Q1 		$12K Hold
245
– – 0.01% 266
2020
Q4 		$11K Buy
+245
New +$10.1K 0.01% 256

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Sterling Financial Planning's IR Position: Q4 2021 in Review

Sterling Financial Planning sold out of Ingersoll Rand (IR) in Q4 2021, closing a stake of 245 shares — an estimated $12K sold.

Sterling Financial Planning first reported a position in IR in Q4 2020 and held it in 4 quarters. The position peaked at $12K in Q3 2021. 661 funds tracked by Wall St. Rank hold IR as of Q4 2021.

  • Sterling Financial Planning reported no remaining Ingersoll Rand position as of Q4 2021 after selling out during the quarter.
  • Sterling Financial Planning sold 245 Ingersoll Rand shares in Q4 2021, an estimated $12K.
  • Sterling Financial Planning first reported a position in Ingersoll Rand in Q4 2020 and held it in 4 quarters.
  • Sterling Financial Planning's Ingersoll Rand position peaked at $12K in Q3 2021.
  • 661 funds tracked by Wall St. Rank held Ingersoll Rand as of Q4 2021.

Based on Sterling Financial Planning's 13F filing for Q4 2021, filed 2 Feb 2022.