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Cassady Schiller Wealth Management’s Ingersoll Rand IR Stock Holding History

Cassady Schiller 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
2024
Q4 		$271 Buy
+3
New +$299 ﹤0.01% 1055
2022
Q1 		– Sell
-52
Closed -$3K – 344
2021
Q4 		$3K Buy
+52
New +$2.96K ﹤0.01% 377

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Cassady Schiller Wealth Management's IR Position: Q4 2024 in Review

Cassady Schiller Wealth Management opened a new position in Ingersoll Rand (IR) in Q4 2024: 3 shares worth $271. The stake represents ﹤0.01% of the portfolio and ranks #1055 among its holdings. This is a return to the name: Cassady Schiller Wealth Management previously reported a position in IR as recently as Q4 2021.

Cassady Schiller Wealth Management first reported a position in IR in Q4 2021 and has held it in 2 quarters since. The position peaked at $3K in Q4 2021. 928 funds tracked by Wall St. Rank hold IR as of Q4 2024.

  • Cassady Schiller Wealth Management held 3 shares of Ingersoll Rand worth $271 as of Q4 2024.
  • Ingersoll Rand was a new Cassady Schiller Wealth Management position in Q4 2024.
  • Ingersoll Rand made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #1055 holding.
  • Cassady Schiller Wealth Management first reported a position in Ingersoll Rand in Q4 2021 and has held it in 2 quarters since.
  • Cassady Schiller Wealth Management's Ingersoll Rand position peaked at $3K in Q4 2021.
  • 928 funds tracked by Wall St. Rank held Ingersoll Rand as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.