TrueWealth LLC’s Ingersoll Rand IR Stock Holding History

TrueWealth LLC’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	$14K	Hold	481	–	–	0.01%	427
2020 Q1	$12K	Buy	+481	New	+$15.3K	0.01%	431

Other funds holding IR

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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

TrueWealth LLC's IR Position: Q2 2020 in Review

TrueWealth LLC held its Ingersoll Rand (IR) position steady in Q2 2020 at 481 shares worth $14K. The position accounts for 0.01% of the portfolio, ranked #427.

TrueWealth LLC first reported a position in IR in Q1 2020 and has held it in 2 quarters since. 523 funds tracked by Wall St. Rank hold IR as of Q2 2020.

TrueWealth LLC held 481 shares of Ingersoll Rand worth $14K as of Q2 2020.
TrueWealth LLC left its Ingersoll Rand share count unchanged in Q2 2020.
Ingersoll Rand made up 0.01% of TrueWealth LLC's portfolio in Q2 2020, its #427 holding.
TrueWealth LLC first reported a position in Ingersoll Rand in Q1 2020 and has held it in 2 quarters since.
523 funds tracked by Wall St. Rank held Ingersoll Rand as of Q2 2020.

Based on TrueWealth LLC's 13F filing for Q2 2020, filed 15 Jul 2020.