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Allegheny Financial Group’s Ingersoll Rand IR Stock Holding History

Allegheny Financial Group’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
Q4 		– Sell
-2,656
Closed -$261K – 242
2024
Q3 		$261K Sell
2,656
-93
-3% -$8.64K 0.06% 206
2024
Q2 		$250K Buy
2,749
+191
+7% +$17.6K 0.07% 193
2024
Q1 		$243K Buy
+2,558
New +$219K 0.08% 180

Other funds holding IR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Allegheny Financial Group's IR Position: Q4 2024 in Review

Allegheny Financial Group sold out of Ingersoll Rand (IR) in Q4 2024, closing a stake of 2,656 shares — an estimated $261K sold.

Allegheny Financial Group first reported a position in IR in Q1 2024 and held it in 3 quarters. The position peaked at $261K in Q3 2024. 928 funds tracked by Wall St. Rank hold IR as of Q4 2024.

  • Allegheny Financial Group reported no remaining Ingersoll Rand position as of Q4 2024 after selling out during the quarter.
  • Allegheny Financial Group sold 2,656 Ingersoll Rand shares in Q4 2024, an estimated $261K.
  • Allegheny Financial Group first reported a position in Ingersoll Rand in Q1 2024 and held it in 3 quarters.
  • Allegheny Financial Group's Ingersoll Rand position peaked at $261K in Q3 2024.
  • 928 funds tracked by Wall St. Rank held Ingersoll Rand as of Q4 2024.

Based on Allegheny Financial Group's 13F filing for Q4 2024, filed 14 Feb 2025.