Calamos Wealth Management’s Ingersoll Rand IR Stock Holding History

Calamos Wealth 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
2023 Q4	–	Sell	-19,422	Closed	-$1.24M	–	328
2023 Q3	$1.24M	Hold	19,422	–	–	0.09%	123
2023 Q2	$1.27M	Buy	19,422 +10	+0.1%	+$591	0.09%	124
2023 Q1	$1.13M	Hold	19,412	–	–	0.09%	123
2022 Q4	$1.01M	Hold	19,412	–	–	0.08%	139
2022 Q3	$840K	Hold	19,412	–	–	0.07%	148
2022 Q2	$817K	Sell	19,412 -215	-1%	-$9.79K	0.07%	154
2022 Q1	$988K	Buy	19,627 +74	+0.4%	+$3.96K	0.07%	157
2021 Q4	$1.21M	Hold	19,553	–	–	0.09%	147
2021 Q3	$986K	Hold	19,553	–	–	0.08%	161
2021 Q2	$954K	Buy	+19,553	New	+$960K	0.07%	164

Other funds holding IR

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Calamos Wealth Management's IR Position: Q4 2023 in Review

Calamos Wealth Management sold out of Ingersoll Rand (IR) in Q4 2023, closing a stake of 19,422 shares — an estimated $1.24M sold.

Calamos Wealth Management first reported a position in IR in Q2 2021 and held it in 10 quarters. The position peaked at $1.27M in Q2 2023. 784 funds tracked by Wall St. Rank hold IR as of Q4 2023.

Calamos Wealth Management reported no remaining Ingersoll Rand position as of Q4 2023 after selling out during the quarter.
Calamos Wealth Management sold 19,422 Ingersoll Rand shares in Q4 2023, an estimated $1.24M.
Calamos Wealth Management first reported a position in Ingersoll Rand in Q2 2021 and held it in 10 quarters.
Calamos Wealth Management's Ingersoll Rand position peaked at $1.27M in Q2 2023.
784 funds tracked by Wall St. Rank held Ingersoll Rand as of Q4 2023.

Based on Calamos Wealth Management's 13F filing for Q4 2023, filed 31 Jan 2024.