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Belpointe Asset Management’s Ingersoll Rand IR Stock Holding History

Belpointe Asset 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
Q1 		– Sell
-2,567
Closed -$235K – 981
2024
Q4 		$235K Buy
2,567
+432
+20% +$43K 0.01% 749
2024
Q3 		$210K Sell
2,135
-450
-17% -$41.8K 0.01% 791
2024
Q2 		$235K Buy
2,585
+90
+4% +$8.27K 0.02% 671
2024
Q1 		$237K Buy
+2,495
New +$213K 0.02% 691
2023
Q2 		– Sell
-1,426
Closed -$83K – 1939
2023
Q1 		$83K Buy
1,426
+397
+39% +$22.4K ﹤0.01% 1416
2022
Q4 		$53.8K Buy
+1,029
New +$52.5K ﹤0.01% 1562

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Belpointe Asset Management's IR Position: Q1 2025 in Review

Belpointe Asset Management sold out of Ingersoll Rand (IR) in Q1 2025, closing a stake of 2,567 shares — an estimated $235K sold.

Belpointe Asset Management first reported a position in IR in Q4 2022 and held it in 6 quarters. The position peaked at $237K in Q1 2024. 861 funds tracked by Wall St. Rank hold IR as of Q1 2025.

  • Belpointe Asset Management reported no remaining Ingersoll Rand position as of Q1 2025 after selling out during the quarter.
  • Belpointe Asset Management sold 2,567 Ingersoll Rand shares in Q1 2025, an estimated $235K.
  • Belpointe Asset Management first reported a position in Ingersoll Rand in Q4 2022 and held it in 6 quarters.
  • Belpointe Asset Management's Ingersoll Rand position peaked at $237K in Q1 2024.
  • 861 funds tracked by Wall St. Rank held Ingersoll Rand as of Q1 2025.

Based on Belpointe Asset Management's 13F filing for Q1 2025, filed 20 May 2025.