Claris Advisors’s Ingersoll Rand IR Stock Holding History

Claris Advisors’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	-43	Closed	-$4.22K	–	591
2024 Q3	$4.22K	Buy	+43	New	+$4K	﹤0.01%	284

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

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

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

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

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

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

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

Claris Advisors's IR Position: Q4 2024 in Review

Claris Advisors sold out of Ingersoll Rand (IR) in Q4 2024, closing a stake of 43 shares — an estimated $4.22K sold.

Claris Advisors first reported a position in IR in Q3 2024 and held it in 1 quarter. The position peaked at $4.22K in Q3 2024. 928 funds tracked by Wall St. Rank hold IR as of Q4 2024.

Claris Advisors reported no remaining Ingersoll Rand position as of Q4 2024 after selling out during the quarter.
Claris Advisors sold 43 Ingersoll Rand shares in Q4 2024, an estimated $4.22K.
Claris Advisors first reported a position in Ingersoll Rand in Q3 2024 and held it in 1 quarter.
Claris Advisors's Ingersoll Rand position peaked at $4.22K in Q3 2024.
928 funds tracked by Wall St. Rank held Ingersoll Rand as of Q4 2024.

Based on Claris Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.