Tarbox Family Office’s Ingersoll Rand IR Stock Holding History

Tarbox Family Office’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 Q2	–	Sell	-120	Closed	-$6K	–	547
2022 Q1	$6K	Sell	120 -26	-18%	-$1.39K	﹤0.01%	473
2021 Q4	$9K	Buy	146 +26	+22%	+$1.48K	﹤0.01%	473
2021 Q3	$6K	Hold	120	–	–	﹤0.01%	593
2021 Q2	$6K	Hold	120	–	–	﹤0.01%	589
2021 Q1	$6K	Hold	120	–	–	﹤0.01%	513
2020 Q4	$5K	Hold	120	–	–	﹤0.01%	524
2020 Q3	$4K	Hold	120	–	–	﹤0.01%	535
2020 Q2	$3K	Sell	120 -13	-10%	-$367	﹤0.01%	627
2020 Q1	$3K	Buy	+133	New	+$4.22K	﹤0.01%	533

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

BlackRock New York $5.72T AUM 30.48% 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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Tarbox Family Office's IR Position: Q2 2022 in Review

Tarbox Family Office sold out of Ingersoll Rand (IR) in Q2 2022, closing a stake of 120 shares — an estimated $6K sold.

Tarbox Family Office first reported a position in IR in Q1 2020 and held it in 9 quarters. The position peaked at $9K in Q4 2021. 584 funds tracked by Wall St. Rank hold IR as of Q2 2022.

Tarbox Family Office reported no remaining Ingersoll Rand position as of Q2 2022 after selling out during the quarter.
Tarbox Family Office sold 120 Ingersoll Rand shares in Q2 2022, an estimated $6K.
Tarbox Family Office first reported a position in Ingersoll Rand in Q1 2020 and held it in 9 quarters.
Tarbox Family Office's Ingersoll Rand position peaked at $9K in Q4 2021.
584 funds tracked by Wall St. Rank held Ingersoll Rand as of Q2 2022.

Based on Tarbox Family Office's 13F filing for Q2 2022, filed 19 Jul 2022.