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Buckingham Strategic Wealth’s Ingersoll Rand IR Stock Holding History

Buckingham Strategic Wealth’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 		$326K Sell
3,588
-3
-0.1% -$276 ﹤0.01% 579
2024
Q1 		$341K Buy
3,591
+299
+9% +$25.6K ﹤0.01% 554
2023
Q4 		$255K Buy
3,292
+44
+1% +$3.01K ﹤0.01% 617
2023
Q3 		$207K Buy
3,248
+177
+6% +$11.8K ﹤0.01% 625
2023
Q2 		$201K Buy
+3,071
New +$182K ﹤0.01% 641

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Buckingham Strategic Wealth's IR Position: Q2 2024 in Review

Buckingham Strategic Wealth reduced its Ingersoll Rand (IR) stake by 0.08% in Q2 2024, selling an estimated $276 and leaving 3,588 shares worth $326K. The position accounts for ﹤0.01% of the portfolio, ranked #579.

Buckingham Strategic Wealth first reported a position in IR in Q2 2023 and has held it in 5 quarters since. The position peaked at $341K in Q1 2024. 850 funds tracked by Wall St. Rank hold IR as of Q2 2024.

  • Buckingham Strategic Wealth held 3,588 shares of Ingersoll Rand worth $326K as of Q2 2024.
  • Buckingham Strategic Wealth sold 3 Ingersoll Rand shares in Q2 2024, an estimated $276.
  • Ingersoll Rand made up ﹤0.01% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #579 holding.
  • Buckingham Strategic Wealth first reported a position in Ingersoll Rand in Q2 2023 and has held it in 5 quarters since.
  • Buckingham Strategic Wealth's Ingersoll Rand position peaked at $341K in Q1 2024.
  • 850 funds tracked by Wall St. Rank held Ingersoll Rand as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.