Waddell & Reed Financial’s Ingersoll Rand IR Stock Holding History

Waddell & Reed Financial’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
2021 Q1	$122M	Buy	2,485,609 +328,501	+15%	+$15.2M	0.25%	120
2020 Q4	$98.3M	Sell	2,157,108 -46,888	-2%	-$1.94M	0.21%	134
2020 Q3	$78.5M	Sell	2,203,996 -3,257,621	-60%	-$109M	0.19%	147
2020 Q2	$154M	Buy	5,461,617 +738,055	+16%	+$20.8M	0.4%	65
2020 Q1	$117M	Buy	4,723,562 +130,650	+3%	+$4.15M	0.38%	68
2019 Q4	$168M	Buy	4,592,912 +1,107,850	+32%	+$36.4M	0.42%	55
2019 Q3	$98.6M	Buy	3,485,062 +264,776	+8%	+$8.18M	0.26%	113
2019 Q2	$111M	Buy	3,220,286 +1,708,700	+113%	+$55.2M	0.28%	106
2019 Q1	$42M	Buy	+1,511,586	New	+$38M	0.1%	232

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

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

Waddell & Reed Financial's IR Position: Q1 2021 in Review

Waddell & Reed Financial increased its Ingersoll Rand (IR) stake by 15% in Q1 2021, buying an estimated $15.2M and bringing the position to 2,485,609 shares worth $122M. The position accounts for 0.25% of the portfolio, ranked #120.

Waddell & Reed Financial first reported a position in IR in Q1 2019 and has held it in 9 quarters since. The position peaked at $168M in Q4 2019. 586 funds tracked by Wall St. Rank hold IR as of Q1 2021.

Waddell & Reed Financial held 2,485,609 shares of Ingersoll Rand worth $122M as of Q1 2021.
Waddell & Reed Financial bought 328,501 Ingersoll Rand shares in Q1 2021, an estimated $15.2M.
Ingersoll Rand made up 0.25% of Waddell & Reed Financial's portfolio in Q1 2021, its #120 holding.
Waddell & Reed Financial first reported a position in Ingersoll Rand in Q1 2019 and has held it in 9 quarters since.
Waddell & Reed Financial's Ingersoll Rand position peaked at $168M in Q4 2019.
586 funds tracked by Wall St. Rank held Ingersoll Rand as of Q1 2021.

Based on Waddell & Reed Financial's 13F filing for Q1 2021, filed 12 May 2021.