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Applied Finance Capital Management’s Ingersoll Rand IR Stock Holding History

Applied Finance Capital 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
2025
Q2 		– Sell
-8,719
Closed -$698K – 337
2025
Q1 		$698K Buy
8,719
+1,156
+15% +$101K 0.05% 162
2024
Q4 		$684K Hold
7,563
– – 0.03% 147
2024
Q3 		$742K Buy
7,563
+607
+9% +$56.4K 0.03% 161
2024
Q2 		$632K Buy
+6,956
New +$639K 0.03% 159

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

Applied Finance Capital Management's IR Position: Q2 2025 in Review

Applied Finance Capital Management sold out of Ingersoll Rand (IR) in Q2 2025, closing a stake of 8,719 shares — an estimated $698K sold.

Applied Finance Capital Management first reported a position in IR in Q2 2024 and held it in 4 quarters. The position peaked at $742K in Q3 2024. 868 funds tracked by Wall St. Rank hold IR as of Q2 2025.

  • Applied Finance Capital Management reported no remaining Ingersoll Rand position as of Q2 2025 after selling out during the quarter.
  • Applied Finance Capital Management sold 8,719 Ingersoll Rand shares in Q2 2025, an estimated $698K.
  • Applied Finance Capital Management first reported a position in Ingersoll Rand in Q2 2024 and held it in 4 quarters.
  • Applied Finance Capital Management's Ingersoll Rand position peaked at $742K in Q3 2024.
  • 868 funds tracked by Wall St. Rank held Ingersoll Rand as of Q2 2025.

Based on Applied Finance Capital Management's 13F filing for Q2 2025, filed 29 Jul 2025.