Atlas Capital Advisors’s Ingersoll Rand IR Stock Holding History

Atlas Capital Advisors’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 Q1	–	Sell	-770	Closed	-$69.7K	–	1001
2024 Q4	$69.7K	Hold	770	–	–	0.01%	558
2024 Q3	$75.6K	Hold	770	–	–	0.01%	522
2024 Q2	$69.9K	Sell	770 -37	-5%	-$3.4K	0.01%	548
2024 Q1	$76.6K	Hold	807	–	–	0.01%	512
2023 Q4	$62.4K	Hold	807	–	–	0.01%	558
2023 Q3	$51.4K	Hold	807	–	–	0.01%	536
2023 Q2	$52.7K	Hold	807	–	–	0.01%	560
2023 Q1	$47K	Hold	807	–	–	0.01%	575
2022 Q4	$42.2K	Hold	807	–	–	0.01%	564
2022 Q3	$34.9K	Hold	807	–	–	0.01%	579
2022 Q2	$34K	Hold	807	–	–	0.01%	613
2022 Q1	$40.6K	Hold	807	–	–	0.01%	568
2021 Q4	$49.9K	Hold	807	–	–	0.01%	535
2021 Q3	$40.7K	Hold	807	–	–	0.01%	544
2021 Q2	$39.4K	Buy	807 +16	+2%	+$785	0.01%	556
2021 Q1	$38.9K	Hold	791	–	–	0.01%	521
2020 Q4	$36K	Buy	+791	New	+$32.7K	0.01%	495
2020 Q3	–	Sell	-791	Closed	-$22.2K	–	438
2020 Q2	$22.2K	Hold	791	–	–	0.01%	539
2020 Q1	$19.6K	Buy	+791	New	+$25.1K	0.01%	517

Other funds holding IR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

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

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

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

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

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

Atlas Capital Advisors's IR Position: Q1 2025 in Review

Atlas Capital Advisors sold out of Ingersoll Rand (IR) in Q1 2025, closing a stake of 770 shares — an estimated $69.7K sold.

Atlas Capital Advisors first reported a position in IR in Q1 2020 and held it in 19 quarters. The position peaked at $76.6K in Q1 2024. 861 funds tracked by Wall St. Rank hold IR as of Q1 2025.

Atlas Capital Advisors reported no remaining Ingersoll Rand position as of Q1 2025 after selling out during the quarter.
Atlas Capital Advisors sold 770 Ingersoll Rand shares in Q1 2025, an estimated $69.7K.
Atlas Capital Advisors first reported a position in Ingersoll Rand in Q1 2020 and held it in 19 quarters.
Atlas Capital Advisors's Ingersoll Rand position peaked at $76.6K in Q1 2024.
861 funds tracked by Wall St. Rank held Ingersoll Rand as of Q1 2025.

Based on Atlas Capital Advisors's 13F filing for Q1 2025, filed 12 May 2025.