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Caldwell Sutter Capital’s Ingersoll Rand IR Stock Holding History

Caldwell Sutter Capital’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
-22
Closed -$1.4K – 967
2023
Q3 		$1.4K Hold
22
– – ﹤0.01% 768
2023
Q2 		$1.44K Buy
+22
New +$1.3K ﹤0.01% 766

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Caldwell Sutter Capital's IR Position: Q4 2023 in Review

Caldwell Sutter Capital sold out of Ingersoll Rand (IR) in Q4 2023, closing a stake of 22 shares — an estimated $1.4K sold.

Caldwell Sutter Capital first reported a position in IR in Q2 2023 and held it in 2 quarters. The position peaked at $1.44K in Q2 2023. 784 funds tracked by Wall St. Rank hold IR as of Q4 2023.

  • Caldwell Sutter Capital reported no remaining Ingersoll Rand position as of Q4 2023 after selling out during the quarter.
  • Caldwell Sutter Capital sold 22 Ingersoll Rand shares in Q4 2023, an estimated $1.4K.
  • Caldwell Sutter Capital first reported a position in Ingersoll Rand in Q2 2023 and held it in 2 quarters.
  • Caldwell Sutter Capital's Ingersoll Rand position peaked at $1.44K in Q2 2023.
  • 784 funds tracked by Wall St. Rank held Ingersoll Rand as of Q4 2023.

Based on Caldwell Sutter Capital's 13F filing for Q4 2023, filed 19 Jan 2024.