Carmichael Hill & Associates’s Ingersoll Rand IR Stock Holding History

Carmichael Hill & Associates’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 Q3	$8.25K	Buy	84 +67	+394%	+$6.23K	﹤0.01%	610
2024 Q2	$1.54K	Hold	17	–	–	﹤0.01%	709
2024 Q1	$1.61K	Hold	17	–	–	﹤0.01%	695
2023 Q4	$1.31K	Hold	17	–	–	﹤0.01%	727
2023 Q3	$1.08K	Hold	17	–	–	﹤0.01%	729
2023 Q2	$1.11K	Hold	17	–	–	﹤0.01%	732
2023 Q1	$990	Hold	17	–	–	﹤0.01%	728
2022 Q4	$888	Hold	17	–	–	﹤0.01%	728
2022 Q3	$1K	Hold	17	–	–	﹤0.01%	774
2022 Q2	$1K	Hold	17	–	–	﹤0.01%	768
2022 Q1	$1K	Hold	17	–	–	﹤0.01%	772
2021 Q4	$1K	Hold	17	–	–	﹤0.01%	781
2021 Q3	$1K	Hold	17	–	–	﹤0.01%	772
2021 Q2	$1K	Sell	17 -7	-29%	-$344	﹤0.01%	756
2021 Q1	$1K	Hold	24	–	–	﹤0.01%	739
2020 Q4	$1K	Hold	24	–	–	﹤0.01%	711
2020 Q3	$1K	Hold	24	–	–	﹤0.01%	686
2020 Q2	$1K	Hold	24	–	–	﹤0.01%	665
2020 Q1	$1K	Buy	+24	New	+$762	﹤0.01%	650

Other funds holding IR

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

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

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

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

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

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

Carmichael Hill & Associates's IR Position: Q3 2024 in Review

Carmichael Hill & Associates increased its Ingersoll Rand (IR) stake by 394% in Q3 2024, buying an estimated $6.23K and bringing the position to 84 shares worth $8.25K. The position accounts for ﹤0.01% of the portfolio, ranked #610.

Carmichael Hill & Associates first reported a position in IR in Q1 2020 and has held it in 19 quarters since. 866 funds tracked by Wall St. Rank hold IR as of Q3 2024.

Carmichael Hill & Associates held 84 shares of Ingersoll Rand worth $8.25K as of Q3 2024.
Carmichael Hill & Associates bought 67 Ingersoll Rand shares in Q3 2024, an estimated $6.23K.
Ingersoll Rand made up ﹤0.01% of Carmichael Hill & Associates's portfolio in Q3 2024, its #610 holding.
Carmichael Hill & Associates first reported a position in Ingersoll Rand in Q1 2020 and has held it in 19 quarters since.
866 funds tracked by Wall St. Rank held Ingersoll Rand as of Q3 2024.

Based on Carmichael Hill & Associates's 13F filing for Q3 2024, filed 29 Oct 2024.