Dakota Wealth Management’s Ingersoll Rand IR Stock Holding History

Dakota Wealth Management’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	-49,405	Closed	-$4.47M	–	780
2024 Q4	$4.47M	Buy	49,405 +3,890	+9%	+$387K	0.1%	163
2024 Q3	$4.47M	Buy	45,515 +12,764	+39%	+$1.19M	0.1%	178
2024 Q2	$2.98M	Sell	32,751 -2,529	-7%	-$232K	0.07%	223
2024 Q1	$3.35M	Sell	35,280 -263	-0.7%	-$22.5K	0.08%	203
2023 Q4	$2.75M	Buy	35,543 +34	+0.1%	+$2.33K	0.11%	185
2023 Q3	$2.26M	Buy	35,509 +667	+2%	+$44.4K	0.1%	186
2023 Q2	$2.28M	Sell	34,842 -83,831	-71%	-$4.96M	0.11%	162
2023 Q1	$6.9M	Buy	118,673 +26,377	+29%	+$1.49M	0.46%	59
2022 Q4	$4.82M	Buy	+92,296	New	+$4.71M	0.34%	74

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

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

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

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

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

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

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

Dakota Wealth Management's IR Position: Q1 2025 in Review

Dakota Wealth Management sold out of Ingersoll Rand (IR) in Q1 2025, closing a stake of 49,405 shares — an estimated $4.47M sold.

Dakota Wealth Management first reported a position in IR in Q4 2022 and held it in 9 quarters. The position peaked at $6.9M in Q1 2023. 861 funds tracked by Wall St. Rank hold IR as of Q1 2025.

Dakota Wealth Management reported no remaining Ingersoll Rand position as of Q1 2025 after selling out during the quarter.
Dakota Wealth Management sold 49,405 Ingersoll Rand shares in Q1 2025, an estimated $4.47M.
Dakota Wealth Management first reported a position in Ingersoll Rand in Q4 2022 and held it in 9 quarters.
Dakota Wealth Management's Ingersoll Rand position peaked at $6.9M in Q1 2023.
861 funds tracked by Wall St. Rank held Ingersoll Rand as of Q1 2025.

Based on Dakota Wealth Management's 13F filing for Q1 2025, filed 2 May 2025.