Benjamin F. Edwards & Company’s Ingersoll Rand IR Stock Holding History

Benjamin F. Edwards & Company’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 Q2	$997K	Buy	10,975 +1,424	+15%	+$131K	0.02%	523
2024 Q1	$907K	Hold	9,551	–	–	0.02%	530
2023 Q4	$739K	Hold	9,551	–	–	0.01%	554
2023 Q3	$609K	Buy	9,551 +2,236	+31%	+$149K	0.02%	477
2023 Q2	$478K	Hold	7,315	–	–	0.02%	525
2023 Q1	$426K	Hold	7,315	–	–	0.02%	523
2022 Q4	$382K	Hold	7,315	–	–	0.02%	535
2022 Q3	$316K	Hold	7,315	–	–	0.02%	539
2022 Q2	$308K	Hold	7,315	–	–	0.01%	550
2022 Q1	$368K	Sell	7,315 -44	-0.6%	-$2.36K	0.02%	525
2021 Q4	$455K	Hold	7,359	–	–	0.02%	483
2021 Q3	$371K	Hold	7,359	–	–	0.02%	512
2021 Q2	$359K	Hold	7,359	–	–	0.02%	512
2021 Q1	$362K	Hold	7,359	–	–	0.02%	529
2020 Q4	$335K	Sell	7,359 -88	-1%	-$3.64K	0.02%	518
2020 Q3	$265K	Sell	7,447 -764	-9%	-$25.6K	0.02%	524
2020 Q2	$231K	Buy	8,211 +1,764	+27%	+$49.8K	0.02%	538
2020 Q1	$160K	Buy	+6,447	New	+$205K	0.01%	563
2019 Q3	–	Sell	-32	Closed	-$1K	–	1897
2019 Q2	$1K	Buy	+32	New	+$1.03K	﹤0.01%	1856

Other funds holding IR

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Benjamin F. Edwards & Company's IR Position: Q2 2024 in Review

Benjamin F. Edwards & Company increased its Ingersoll Rand (IR) stake by 15% in Q2 2024, buying an estimated $131K and bringing the position to 10,975 shares worth $997K. The position accounts for 0.02% of the portfolio, ranked #523.

Benjamin F. Edwards & Company first reported a position in IR in Q2 2019 and has held it in 19 quarters since. 852 funds tracked by Wall St. Rank hold IR as of Q2 2024.

Benjamin F. Edwards & Company held 10,975 shares of Ingersoll Rand worth $997K as of Q2 2024.
Benjamin F. Edwards & Company bought 1,424 Ingersoll Rand shares in Q2 2024, an estimated $131K.
Ingersoll Rand made up 0.02% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #523 holding.
Benjamin F. Edwards & Company first reported a position in Ingersoll Rand in Q2 2019 and has held it in 19 quarters since.
852 funds tracked by Wall St. Rank held Ingersoll Rand as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.