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Cavalier Investments’s Ingersoll Rand IR Stock Holding History

Cavalier Investments’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 		– Sell
-14,058
Closed -$1.38M – 80
2024
Q3 		$1.38M Buy
14,058
+828
+6% +$77K 0.42% 53
2024
Q2 		$1.2M Buy
13,230
+372
+3% +$34.2K 0.37% 53
2024
Q1 		$1.22M Buy
12,858
+681
+6% +$58.3K 0.45% 52
2023
Q4 		$942K Buy
12,177
+288
+2% +$19.7K 0.35% 62
2023
Q3 		$758K Buy
11,889
+419
+4% +$27.9K 0.3% 67
2023
Q2 		$750K Buy
+11,470
New +$678K 0.27% 69

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

Cavalier Investments's IR Position: Q4 2024 in Review

Cavalier Investments sold out of Ingersoll Rand (IR) in Q4 2024, closing a stake of 14,058 shares — an estimated $1.38M sold.

Cavalier Investments first reported a position in IR in Q2 2023 and held it in 6 quarters. The position peaked at $1.38M in Q3 2024. 928 funds tracked by Wall St. Rank hold IR as of Q4 2024.

  • Cavalier Investments reported no remaining Ingersoll Rand position as of Q4 2024 after selling out during the quarter.
  • Cavalier Investments sold 14,058 Ingersoll Rand shares in Q4 2024, an estimated $1.38M.
  • Cavalier Investments first reported a position in Ingersoll Rand in Q2 2023 and held it in 6 quarters.
  • Cavalier Investments's Ingersoll Rand position peaked at $1.38M in Q3 2024.
  • 928 funds tracked by Wall St. Rank held Ingersoll Rand as of Q4 2024.

Based on Cavalier Investments's 13F filing for Q4 2024, filed 4 Feb 2025.