Weld Capital Management’s Ingersoll Rand IR Stock Holding History

Weld 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
2021 Q2	–	Sell	-7,221	Closed	-$355K	–	304
2021 Q1	$355K	Sell	7,221 -5,001	-41%	-$231K	0.15%	226
2020 Q4	$557K	Buy	+12,222	New	+$506K	0.22%	160
2019 Q1	–	Sell	-26,918	Closed	-$550K	–	764
2018 Q4	$550K	Buy	+26,918	New	+$661K	0.12%	313

Other funds holding IR

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

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

KKRC

Kohlberg Kravis Roberts & Co New York $5.71B AUM 72.37% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

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

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

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

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

Weld Capital Management's IR Position: Q2 2021 in Review

Weld Capital Management sold out of Ingersoll Rand (IR) in Q2 2021, closing a stake of 7,221 shares — an estimated $355K sold.

Weld Capital Management first reported a position in IR in Q4 2018 and held it in 3 quarters. The position peaked at $557K in Q4 2020. 574 funds tracked by Wall St. Rank hold IR as of Q2 2021.

Weld Capital Management reported no remaining Ingersoll Rand position as of Q2 2021 after selling out during the quarter.
Weld Capital Management sold 7,221 Ingersoll Rand shares in Q2 2021, an estimated $355K.
Weld Capital Management first reported a position in Ingersoll Rand in Q4 2018 and held it in 3 quarters.
Weld Capital Management's Ingersoll Rand position peaked at $557K in Q4 2020.
574 funds tracked by Wall St. Rank held Ingersoll Rand as of Q2 2021.

Based on Weld Capital Management's 13F filing for Q2 2021, filed 16 Aug 2021.