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Advanced Portfolio Management’s Ingersoll Rand IR Stock Holding History

Advanced 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
2024
Q1 		– Sell
-7,037
Closed -$544K – 53
2023
Q4 		$544K Buy
7,037
+526
+8% +$36K 0.57% 37
2023
Q3 		$415K Buy
+6,511
New +$433K 0.35% 51

Other funds holding IR

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Advanced Portfolio Management's IR Position: Q1 2024 in Review

Advanced Portfolio Management sold out of Ingersoll Rand (IR) in Q1 2024, closing a stake of 7,037 shares — an estimated $544K sold.

Advanced Portfolio Management first reported a position in IR in Q3 2023 and held it in 2 quarters. The position peaked at $544K in Q4 2023. 848 funds tracked by Wall St. Rank hold IR as of Q1 2024.

  • Advanced Portfolio Management reported no remaining Ingersoll Rand position as of Q1 2024 after selling out during the quarter.
  • Advanced Portfolio Management sold 7,037 Ingersoll Rand shares in Q1 2024, an estimated $544K.
  • Advanced Portfolio Management first reported a position in Ingersoll Rand in Q3 2023 and held it in 2 quarters.
  • Advanced Portfolio Management's Ingersoll Rand position peaked at $544K in Q4 2023.
  • 848 funds tracked by Wall St. Rank held Ingersoll Rand as of Q1 2024.

Based on Advanced Portfolio Management's 13F filing for Q1 2024, filed 15 May 2024.