Veritable’s Ingersoll Rand IR Stock Holding History

Veritable’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
2023 Q3	–	Sell	-7,645	Closed	-$500K	–	397
2023 Q2	$500K	Buy	7,645 +45	+0.6%	+$2.66K	0.01%	543
2023 Q1	$442K	Buy	7,600 +27	+0.4%	+$1.52K	0.01%	577
2022 Q4	$396K	Buy	7,573 +212	+3%	+$10.8K	0.01%	590
2022 Q3	$318K	Sell	7,361 -1,711	-19%	-$80.6K	0.01%	611
2022 Q2	$382K	Buy	9,072 +1,259	+16%	+$57.3K	0.01%	604
2022 Q1	$393K	Sell	7,813 -332	-4%	-$17.8K	0.01%	632
2021 Q4	$504K	Buy	8,145 +180	+2%	+$10.2K	0.01%	561
2021 Q3	$401K	Buy	7,965 +291	+4%	+$14.8K	0.01%	615
2021 Q2	$375K	Hold	7,674	–	–	0.01%	615
2021 Q1	$378K	Buy	7,674 +41	+0.5%	+$1.9K	0.01%	580
2020 Q4	$348K	Sell	7,633 -199	-3%	-$8.23K	0.01%	584
2020 Q3	$279K	Hold	7,832	–	–	0.01%	599
2020 Q2	$220K	Sell	7,832 -587	-7%	-$16.6K	﹤0.01%	684
2020 Q1	$209K	Buy	+8,419	New	+$267K	0.01%	663

Other funds holding IR

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

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Veritable's IR Position: Q3 2023 in Review

Veritable sold out of Ingersoll Rand (IR) in Q3 2023, closing a stake of 7,645 shares — an estimated $500K sold.

Veritable first reported a position in IR in Q1 2020 and held it in 14 quarters. The position peaked at $504K in Q4 2021. 729 funds tracked by Wall St. Rank hold IR as of Q3 2023.

Veritable reported no remaining Ingersoll Rand position as of Q3 2023 after selling out during the quarter.
Veritable sold 7,645 Ingersoll Rand shares in Q3 2023, an estimated $500K.
Veritable first reported a position in Ingersoll Rand in Q1 2020 and held it in 14 quarters.
Veritable's Ingersoll Rand position peaked at $504K in Q4 2021.
729 funds tracked by Wall St. Rank held Ingersoll Rand as of Q3 2023.

Based on Veritable's 13F filing for Q3 2023.