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Thomas J. Herzfeld Advisors’s Ingersoll Rand IR Stock Holding History

Thomas J. Herzfeld Advisors’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
-68
Closed -$2K – 316
2020
Q1 		$2K Buy
+68
New +$2.16K ﹤0.01% 239

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
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

Thomas J. Herzfeld Advisors's IR Position: Q2 2020 in Review

Thomas J. Herzfeld Advisors sold out of Ingersoll Rand (IR) in Q2 2020, closing a stake of 68 shares — an estimated $2K sold.

Thomas J. Herzfeld Advisors first reported a position in IR in Q1 2020 and held it in 1 quarter. The position peaked at $2K in Q1 2020. 522 funds tracked by Wall St. Rank hold IR as of Q2 2020.

  • Thomas J. Herzfeld Advisors reported no remaining Ingersoll Rand position as of Q2 2020 after selling out during the quarter.
  • Thomas J. Herzfeld Advisors sold 68 Ingersoll Rand shares in Q2 2020, an estimated $2K.
  • Thomas J. Herzfeld Advisors first reported a position in Ingersoll Rand in Q1 2020 and held it in 1 quarter.
  • Thomas J. Herzfeld Advisors's Ingersoll Rand position peaked at $2K in Q1 2020.
  • 522 funds tracked by Wall St. Rank held Ingersoll Rand as of Q2 2020.

Based on Thomas J. Herzfeld Advisors's 13F filing for Q2 2020, filed 12 Aug 2020.