Carmignac Gestion’s Ingersoll Rand IR Stock Holding History

Carmignac Gestion’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 Q3	–	Sell	-8,000	Closed	-$523K	–	156
2023 Q2	$523K	Hold	8,000	–	–	0.01%	143
2023 Q1	$465K	Sell	8,000 -745,757	-99%	-$42M	0.01%	128
2022 Q4	$39.4M	Buy	+753,757	New	+$38.5M	0.71%	39
2020 Q3	–	Sell	-40,175	Closed	-$1.13M	–	139
2020 Q2	$1.13M	Sell	40,175 -99,690	-71%	-$2.82M	0.02%	100
2020 Q1	$3.47M	Hold	139,865	–	–	0.06%	69
2019 Q4	$5.13M	Sell	139,865 -40,000	-22%	-$1.31M	0.07%	71
2019 Q3	$5.09M	Sell	179,865 -13,520	-7%	-$418K	0.06%	76
2019 Q2	$6.69M	Sell	193,385 -124,252	-39%	-$4.01M	0.08%	71
2019 Q1	$8.83M	Sell	317,637 -146,137	-32%	-$3.68M	0.1%	67
2018 Q4	$9.48M	Sell	463,774 -211,226	-31%	-$5.18M	0.14%	57
2018 Q3	$19.1M	Hold	675,000	–	–	0.16%	50
2018 Q2	$19.8M	Buy	675,000 +125,000	+23%	+$3.94M	0.15%	56
2018 Q1	$16.9M	Sell	550,000 -120,000	-18%	-$4M	0.12%	61
2017 Q4	$22.7M	Hold	670,000	–	–	0.15%	54
2017 Q3	$18.4M	Buy	670,000 +255,000	+61%	+$6M	0.14%	44
2017 Q2	$8.97M	Buy	+415,000	New	+$9.27M	0.07%	61

Other funds holding IR

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

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Carmignac Gestion's IR Position: Q3 2023 in Review

Carmignac Gestion sold out of Ingersoll Rand (IR) in Q3 2023, closing a stake of 8,000 shares — an estimated $523K sold.

Carmignac Gestion first reported a position in IR in Q2 2017 and held it in 16 quarters. The position peaked at $39.4M in Q4 2022. 729 funds tracked by Wall St. Rank hold IR as of Q3 2023.

Carmignac Gestion reported no remaining Ingersoll Rand position as of Q3 2023 after selling out during the quarter.
Carmignac Gestion sold 8,000 Ingersoll Rand shares in Q3 2023, an estimated $523K.
Carmignac Gestion first reported a position in Ingersoll Rand in Q2 2017 and held it in 16 quarters.
Carmignac Gestion's Ingersoll Rand position peaked at $39.4M in Q4 2022.
729 funds tracked by Wall St. Rank held Ingersoll Rand as of Q3 2023.

Based on Carmignac Gestion's 13F filing for Q3 2023, filed 13 Nov 2023.