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Bartlett & Co’s Ingersoll Rand IR Stock Holding History

Bartlett & Co’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
2023
Q4 		$39K Buy
500
+100
+25% +$6.84K ﹤0.01% 747
2023
Q3 		$25K Hold
400
– – ﹤0.01% 772
2023
Q2 		$26K Hold
400
– – ﹤0.01% 772
2023
Q1 		$23K Buy
400
+200
+100% +$11.3K ﹤0.01% 688
2022
Q4 		$10K Sell
200
-100
-33% -$5.11K ﹤0.01% 826
2022
Q3 		$13K Buy
300
+100
+50% +$4.71K ﹤0.01% 779
2022
Q2 		$8K Sell
200
-200
-50% -$9.1K ﹤0.01% 914
2022
Q1 		$20K Buy
+400
New +$21.4K ﹤0.01% 730
2021
Q4 		– Sell
-300
Closed -$15K – 637
2021
Q3 		$15K Buy
300
+100
+50% +$5.09K ﹤0.01% 663
2021
Q2 		$10K Sell
200
-100
-33% -$4.91K ﹤0.01% 688
2021
Q1 		$15K Buy
300
+100
+50% +$4.63K ﹤0.01% 693
2020
Q4 		$9K Sell
200
-100
-33% -$4.14K ﹤0.01% 739
2020
Q3 		$11K Buy
300
+200
+200% +$6.7K ﹤0.01% 671
2020
Q2 		$3K Sell
100
-100
-50% -$2.83K ﹤0.01% 768
2020
Q1 		$5K Buy
+200
New +$6.35K ﹤0.01% 720

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bartlett & Co's IR Position: Q4 2023 in Review

Bartlett & Co increased its Ingersoll Rand (IR) stake by 25% in Q4 2023, buying an estimated $6.84K and bringing the position to 500 shares worth $39K. The position accounts for ﹤0.01% of the portfolio, ranked #747.

Bartlett & Co first reported a position in IR in Q1 2020 and has held it in 15 quarters since. 784 funds tracked by Wall St. Rank hold IR as of Q4 2023.

  • Bartlett & Co held 500 shares of Ingersoll Rand worth $39K as of Q4 2023.
  • Bartlett & Co bought 100 Ingersoll Rand shares in Q4 2023, an estimated $6.84K.
  • Ingersoll Rand made up ﹤0.01% of Bartlett & Co's portfolio in Q4 2023, its #747 holding.
  • Bartlett & Co first reported a position in Ingersoll Rand in Q1 2020 and has held it in 15 quarters since.
  • 784 funds tracked by Wall St. Rank held Ingersoll Rand as of Q4 2023.

Based on Bartlett & Co's 13F filing for Q4 2023, filed 8 Jan 2024.