Achmea Investment Management’s Ingersoll Rand IR Stock Holding History

Achmea Investment 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
2024 Q1	–	Sell	-11,027	Closed	-$853K	–	453
2023 Q4	$853K	Hold	11,027	–	–	0.02%	405
2023 Q3	$703K	Sell	11,027 -667	-6%	-$44.4K	0.02%	418
2023 Q2	$765K	Hold	11,694	–	–	0.02%	453
2023 Q1	$680K	Hold	11,694	–	–	0.02%	433
2022 Q4	$573K	Hold	11,694	–	–	0.02%	475
2022 Q3	$505K	Buy	11,694 +11,027	+1,653%	+$519K	0.02%	480
2022 Q2	$28K	Hold	667	–	–	﹤0.01%	577
2022 Q1	$33K	Hold	667	–	–	﹤0.01%	583
2021 Q4	$41K	Hold	667	–	–	﹤0.01%	318
2021 Q3	$34K	Buy	+667	New	+$33.9K	﹤0.01%	551
2020 Q3	–	Sell	-36,277	Closed	-$1.02M	–	521
2020 Q2	$1.02M	Sell	36,277 -123,491	-77%	-$3.49M	0.03%	235
2020 Q1	$3.96M	Buy	+159,768	New	+$5.07M	0.18%	110

Other funds holding IR

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Achmea Investment Management's IR Position: Q1 2024 in Review

Achmea Investment Management sold out of Ingersoll Rand (IR) in Q1 2024, closing a stake of 11,027 shares — an estimated $853K sold.

Achmea Investment Management first reported a position in IR in Q1 2020 and held it in 12 quarters. The position peaked at $3.96M in Q1 2020. 848 funds tracked by Wall St. Rank hold IR as of Q1 2024.

Achmea Investment Management reported no remaining Ingersoll Rand position as of Q1 2024 after selling out during the quarter.
Achmea Investment Management sold 11,027 Ingersoll Rand shares in Q1 2024, an estimated $853K.
Achmea Investment Management first reported a position in Ingersoll Rand in Q1 2020 and held it in 12 quarters.
Achmea Investment Management's Ingersoll Rand position peaked at $3.96M in Q1 2020.
848 funds tracked by Wall St. Rank held Ingersoll Rand as of Q1 2024.

Based on Achmea Investment Management's 13F filing for Q1 2024, filed 8 May 2024.