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Burney Company’s Ingersoll Rand IR Stock Holding History

Burney 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
2025
Q1 		– Sell
-2,219
Closed -$201K – 589
2024
Q4 		$201K Hold
2,219
– – 0.01% 572
2024
Q3 		$218K Hold
2,219
– – 0.01% 579
2024
Q2 		$202K Hold
2,219
– – 0.01% 581
2024
Q1 		$211K Buy
+2,219
New +$190K 0.01% 575

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

Burney Company's IR Position: Q1 2025 in Review

Burney Company sold out of Ingersoll Rand (IR) in Q1 2025, closing a stake of 2,219 shares — an estimated $201K sold.

Burney Company first reported a position in IR in Q1 2024 and held it in 4 quarters. The position peaked at $218K in Q3 2024. 861 funds tracked by Wall St. Rank hold IR as of Q1 2025.

  • Burney Company reported no remaining Ingersoll Rand position as of Q1 2025 after selling out during the quarter.
  • Burney Company sold 2,219 Ingersoll Rand shares in Q1 2025, an estimated $201K.
  • Burney Company first reported a position in Ingersoll Rand in Q1 2024 and held it in 4 quarters.
  • Burney Company's Ingersoll Rand position peaked at $218K in Q3 2024.
  • 861 funds tracked by Wall St. Rank held Ingersoll Rand as of Q1 2025.

Based on Burney Company's 13F filing for Q1 2025, filed 6 May 2025.