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Coastline Trust’s Ingersoll Rand IR Stock Holding History

Coastline Trust’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
2025
Q1 		– Sell
-10
Closed -$905 – 410
2024
Q4 		$905 Buy
+10
New +$996 ﹤0.01% 419
2024
Q3 		– Sell
-3,325
Closed -$302K – 448
2024
Q2 		$302K Buy
+3,325
New +$306K 0.04% 209
2020
Q2 		– Sell
-9,185
Closed -$228K – 308
2020
Q1 		$228K Buy
+9,185
New +$292K 0.04% 282

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 $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Coastline Trust's IR Position: Q1 2025 in Review

Coastline Trust sold out of Ingersoll Rand (IR) in Q1 2025, closing a stake of 10 shares — an estimated $905 sold.

Coastline Trust first reported a position in IR in Q1 2020 and held it in 3 quarters. The position peaked at $302K in Q2 2024. 862 funds tracked by Wall St. Rank hold IR as of Q1 2025.

  • Coastline Trust reported no remaining Ingersoll Rand position as of Q1 2025 after selling out during the quarter.
  • Coastline Trust sold 10 Ingersoll Rand shares in Q1 2025, an estimated $905.
  • Coastline Trust first reported a position in Ingersoll Rand in Q1 2020 and held it in 3 quarters.
  • Coastline Trust's Ingersoll Rand position peaked at $302K in Q2 2024.
  • 862 funds tracked by Wall St. Rank held Ingersoll Rand as of Q1 2025.

Based on Coastline Trust's 13F filing for Q1 2025, filed 28 Apr 2025.