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Concourse Financial Group Securities’s Ingersoll Rand IR Stock Holding History

Concourse Financial Group Securities’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
-823
Closed -$77.6K – 1049
2024
Q4 		$77.6K Sell
823
-141
-15% -$14K ﹤0.01% 1025
2024
Q3 		$94.6K Buy
964
+98
+11% +$9.11K 0.01% 953
2024
Q2 		$78.7K Sell
866
-22
-2% -$2.02K ﹤0.01% 1004
2024
Q1 		$84.3K Sell
888
-5
-0.6% -$428 0.01% 982
2023
Q4 		$69.7K Buy
893
+5
+0.6% +$342 0.01% 1013
2023
Q3 		$57.2K Sell
888
-57
-6% -$3.79K ﹤0.01% 1030
2023
Q2 		$62.5K Sell
945
-5,750
-86% -$340K ﹤0.01% 1015
2023
Q1 		$390K Buy
6,695
+5,817
+663% +$328K 0.03% 485
2022
Q4 		$46.4K Sell
878
-31
-3% -$1.58K ﹤0.01% 1110
2022
Q3 		$40K Sell
909
-392
-30% -$18.5K ﹤0.01% 1039
2022
Q2 		$56K Sell
1,301
-366
-22% -$16.7K ﹤0.01% 1034
2022
Q1 		$85K Sell
1,667
-191
-10% -$10.2K 0.01% 932
2021
Q4 		$116K Sell
1,858
-82
-4% -$4.67K 0.01% 941
2021
Q3 		$99K Buy
1,940
+369
+23% +$18.8K 0.01% 997
2021
Q2 		$78K Sell
1,571
-46
-3% -$2.26K ﹤0.01% 1097
2021
Q1 		$81K Buy
1,617
+99
+7% +$4.58K 0.01% 1030
2020
Q4 		$70K Sell
1,518
-5
-0.3% -$207 0.01% 1032
2020
Q3 		$55K Buy
1,523
+1,258
+475% +$42.1K ﹤0.01% 1021
2020
Q2 		$8K Sell
265
-2,840
-91% -$80.2K ﹤0.01% 1549
2020
Q1 		$79K Buy
3,105
+2,973
+2,252% +$94.4K 0.01% 738
2019
Q4 		$5K Buy
132
+95
+257% +$3.12K ﹤0.01% 1620
2019
Q3 		$1K Sell
37
-95
-72% -$2.94K ﹤0.01% 1654
2019
Q2 		$5K Sell
132
-61
-32% -$1.97K ﹤0.01% 1732
2019
Q1 		$5K Buy
193
+12
+7% +$302 ﹤0.01% 1737
2018
Q4 		$3K Hold
181
– – ﹤0.01% 1822
2018
Q3 		$5K Buy
+181
New +$5.07K ﹤0.01% 1396

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Concourse Financial Group Securities's IR Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of Ingersoll Rand (IR) in Q1 2025, closing a stake of 823 shares — an estimated $77.6K sold.

Concourse Financial Group Securities first reported a position in IR in Q3 2018 and held it in 26 quarters. The position peaked at $390K in Q1 2023. 862 funds tracked by Wall St. Rank hold IR as of Q1 2025.

  • Concourse Financial Group Securities reported no remaining Ingersoll Rand position as of Q1 2025 after selling out during the quarter.
  • Concourse Financial Group Securities sold 823 Ingersoll Rand shares in Q1 2025, an estimated $77.6K.
  • Concourse Financial Group Securities first reported a position in Ingersoll Rand in Q3 2018 and held it in 26 quarters.
  • Concourse Financial Group Securities's Ingersoll Rand position peaked at $390K in Q1 2023.
  • 862 funds tracked by Wall St. Rank held Ingersoll Rand as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.