Chartwell Investment Partners’s Ingersoll Rand IR Stock Holding History

Chartwell Investment Partners’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	$4.04M	Sell	41,196 -1,523	-4%	-$142K	0.14%	212
2024 Q2	$3.88M	Sell	42,719 -403	-0.9%	-$37K	0.14%	213
2024 Q1	$4.09M	Sell	43,122 -1,792	-4%	-$153K	0.14%	212
2023 Q4	$3.47M	Sell	44,914 -370	-0.8%	-$25.3K	0.12%	233
2023 Q3	$2.88M	Sell	45,284 -1,319	-3%	-$87.8K	0.11%	237
2023 Q2	$3.05M	Sell	46,603 -43	-0.1%	-$2.54K	0.11%	245
2023 Q1	$2.71M	Buy	46,646 +88	+0.2%	+$4.96K	0.1%	247
2022 Q4	$2.43M	Sell	46,558 -100	-0.2%	-$5.11K	0.1%	248
2022 Q3	$2.02M	Sell	46,658 -438	-0.9%	-$20.6K	0.09%	264
2022 Q2	$1.98M	Hold	47,096	–	–	0.08%	269
2022 Q1	$2.37M	Sell	47,096 -18	-0%	-$964	0.08%	277
2021 Q4	$2.92M	Buy	+47,114	New	+$2.68M	0.08%	262

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

Chartwell Investment Partners's IR Position: Q3 2024 in Review

Chartwell Investment Partners reduced its Ingersoll Rand (IR) stake by 3.6% in Q3 2024, selling an estimated $142K and leaving 41,196 shares worth $4.04M. The position accounts for 0.14% of the portfolio, ranked #212.

Chartwell Investment Partners first reported a position in IR in Q4 2021 and has held it in 12 quarters since. The position peaked at $4.09M in Q1 2024. 866 funds tracked by Wall St. Rank hold IR as of Q3 2024.

Chartwell Investment Partners held 41,196 shares of Ingersoll Rand worth $4.04M as of Q3 2024.
Chartwell Investment Partners sold 1,523 Ingersoll Rand shares in Q3 2024, an estimated $142K.
Ingersoll Rand made up 0.14% of Chartwell Investment Partners's portfolio in Q3 2024, its #212 holding.
Chartwell Investment Partners first reported a position in Ingersoll Rand in Q4 2021 and has held it in 12 quarters since.
Chartwell Investment Partners's Ingersoll Rand position peaked at $4.09M in Q1 2024.
866 funds tracked by Wall St. Rank held Ingersoll Rand as of Q3 2024.

Based on Chartwell Investment Partners's 13F filing for Q3 2024, filed 4 Nov 2024.