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Surevest’s Ingersoll Rand IR Stock Holding History

Surevest’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
2022
Q3 		$5K Hold
105
– – ﹤0.01% 320
2022
Q2 		$4K Hold
105
– – ﹤0.01% 353
2022
Q1 		$5K Hold
105
– – ﹤0.01% 317
2021
Q4 		$6K Buy
+105
New +$5.98K ﹤0.01% 309

Other funds holding IR

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Surevest's IR Position: Q3 2022 in Review

Surevest held its Ingersoll Rand (IR) position steady in Q3 2022 at 105 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #320.

Surevest first reported a position in IR in Q4 2021 and has held it in 4 quarters since. The position peaked at $6K in Q4 2021. 581 funds tracked by Wall St. Rank hold IR as of Q3 2022.

  • Surevest held 105 shares of Ingersoll Rand worth $5K as of Q3 2022.
  • Surevest left its Ingersoll Rand share count unchanged in Q3 2022.
  • Ingersoll Rand made up ﹤0.01% of Surevest's portfolio in Q3 2022, its #320 holding.
  • Surevest first reported a position in Ingersoll Rand in Q4 2021 and has held it in 4 quarters since.
  • Surevest's Ingersoll Rand position peaked at $6K in Q4 2021.
  • 581 funds tracked by Wall St. Rank held Ingersoll Rand as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.