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West Branch Capital’s Ingersoll Rand IR Stock Holding History

West Branch Capital’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
-902
Closed -$45K – 438
2022
Q1 		$45K Sell
902
-132
-13% -$7.07K 0.02% 193
2021
Q4 		$64K Sell
1,034
-150
-13% -$8.54K 0.03% 185
2021
Q3 		$60K Hold
1,184
– – 0.03% 178
2021
Q2 		$58K Buy
+1,184
New +$58.1K 0.03% 184

Other funds holding IR

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

West Branch Capital's IR Position: Q2 2022 in Review

West Branch Capital sold out of Ingersoll Rand (IR) in Q2 2022, closing a stake of 902 shares — an estimated $45K sold.

West Branch Capital first reported a position in IR in Q2 2021 and held it in 4 quarters. The position peaked at $64K in Q4 2021. 584 funds tracked by Wall St. Rank hold IR as of Q2 2022.

  • West Branch Capital reported no remaining Ingersoll Rand position as of Q2 2022 after selling out during the quarter.
  • West Branch Capital sold 902 Ingersoll Rand shares in Q2 2022, an estimated $45K.
  • West Branch Capital first reported a position in Ingersoll Rand in Q2 2021 and held it in 4 quarters.
  • West Branch Capital's Ingersoll Rand position peaked at $64K in Q4 2021.
  • 584 funds tracked by Wall St. Rank held Ingersoll Rand as of Q2 2022.

Based on West Branch Capital's 13F filing for Q2 2022, filed 28 Jul 2022.