Tradewinds Capital Management’s Ingersoll Rand IR Stock Holding History

Tradewinds Capital Management’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	-1,137	Closed	-$57K	–	597
2022 Q1	$57K	Hold	1,137	–	–	0.01%	235
2021 Q4	$70K	Hold	1,137	–	–	0.01%	216
2021 Q3	$57K	Hold	1,137	–	–	0.01%	220
2021 Q2	$55K	Hold	1,137	–	–	0.01%	232
2021 Q1	$56K	Hold	1,137	–	–	0.01%	216
2020 Q4	$52K	Hold	1,137	–	–	0.01%	213
2020 Q3	$40K	Hold	1,137	–	–	0.01%	219
2020 Q2	$32K	Hold	1,137	–	–	0.01%	233
2020 Q1	$28K	Buy	+1,137	New	+$36.1K	0.01%	222

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

Tradewinds Capital Management's IR Position: Q2 2022 in Review

Tradewinds Capital Management sold out of Ingersoll Rand (IR) in Q2 2022, closing a stake of 1,137 shares — an estimated $57K sold.

Tradewinds Capital Management first reported a position in IR in Q1 2020 and held it in 9 quarters. The position peaked at $70K in Q4 2021. 584 funds tracked by Wall St. Rank hold IR as of Q2 2022.

Tradewinds Capital Management reported no remaining Ingersoll Rand position as of Q2 2022 after selling out during the quarter.
Tradewinds Capital Management sold 1,137 Ingersoll Rand shares in Q2 2022, an estimated $57K.
Tradewinds Capital Management first reported a position in Ingersoll Rand in Q1 2020 and held it in 9 quarters.
Tradewinds Capital Management's Ingersoll Rand position peaked at $70K in Q4 2021.
584 funds tracked by Wall St. Rank held Ingersoll Rand as of Q2 2022.

Based on Tradewinds Capital Management's 13F filing for Q2 2022, filed 21 Jul 2022.