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Woodley Farra Manion Portfolio Management’s Ingersoll Rand IR Stock Holding History

Woodley Farra Manion Portfolio 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
2020
Q3 		– Sell
-264
Closed -$7K – 239
2020
Q2 		$7K Hold
264
– – ﹤0.01% 296
2020
Q1 		$7K Buy
+264
New +$8.38K ﹤0.01% 299

Other funds holding IR

T. Rowe Price Associates
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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
DCP
D1 Capital Partners New York $11.2B AUM 15.78% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Woodley Farra Manion Portfolio Management's IR Position: Q3 2020 in Review

Woodley Farra Manion Portfolio Management sold out of Ingersoll Rand (IR) in Q3 2020, closing a stake of 264 shares — an estimated $7K sold.

Woodley Farra Manion Portfolio Management first reported a position in IR in Q1 2020 and held it in 2 quarters. The position peaked at $7K in Q2 2020. 504 funds tracked by Wall St. Rank hold IR as of Q3 2020.

  • Woodley Farra Manion Portfolio Management reported no remaining Ingersoll Rand position as of Q3 2020 after selling out during the quarter.
  • Woodley Farra Manion Portfolio Management sold 264 Ingersoll Rand shares in Q3 2020, an estimated $7K.
  • Woodley Farra Manion Portfolio Management first reported a position in Ingersoll Rand in Q1 2020 and held it in 2 quarters.
  • Woodley Farra Manion Portfolio Management's Ingersoll Rand position peaked at $7K in Q2 2020.
  • 504 funds tracked by Wall St. Rank held Ingersoll Rand as of Q3 2020.

Based on Woodley Farra Manion Portfolio Management's 13F filing for Q3 2020, filed 5 Nov 2020.