Disciplined Investments’s Ingersoll Rand IR Stock Holding History

Disciplined Investments’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
2023 Q3	–	Sell	-121	Closed	-$7.91K	–	806
2023 Q2	$7.91K	Sell	121 -3	-2%	-$177	﹤0.01%	350
2023 Q1	$7.21K	Buy	124 +4	+3%	+$225	﹤0.01%	382
2022 Q4	$6.27K	Sell	120 -5	-4%	-$255	﹤0.01%	368
2022 Q3	$5K	Sell	125 -1	-0.8%	-$47	﹤0.01%	433
2022 Q2	$5K	Buy	126 +7	+6%	+$319	﹤0.01%	444
2022 Q1	$6K	Buy	119 +31	+35%	+$1.66K	﹤0.01%	435
2021 Q4	$5K	Hold	88	–	–	﹤0.01%	393
2021 Q3	$4K	Hold	88	–	–	﹤0.01%	355
2021 Q2	$4K	Hold	88	–	–	﹤0.01%	344
2021 Q1	$4K	Hold	88	–	–	﹤0.01%	303
2020 Q4	$4K	Hold	88	–	–	﹤0.01%	263
2020 Q3	$3K	Hold	88	–	–	﹤0.01%	325
2020 Q2	$2K	Hold	88	–	–	﹤0.01%	355
2020 Q1	$2K	Buy	+88	New	+$2.79K	﹤0.01%	364

Other funds holding IR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 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

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

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Disciplined Investments's IR Position: Q3 2023 in Review

Disciplined Investments sold out of Ingersoll Rand (IR) in Q3 2023, closing a stake of 121 shares — an estimated $7.91K sold.

Disciplined Investments first reported a position in IR in Q1 2020 and held it in 14 quarters. The position peaked at $7.91K in Q2 2023. 728 funds tracked by Wall St. Rank hold IR as of Q3 2023.

Disciplined Investments reported no remaining Ingersoll Rand position as of Q3 2023 after selling out during the quarter.
Disciplined Investments sold 121 Ingersoll Rand shares in Q3 2023, an estimated $7.91K.
Disciplined Investments first reported a position in Ingersoll Rand in Q1 2020 and held it in 14 quarters.
Disciplined Investments's Ingersoll Rand position peaked at $7.91K in Q2 2023.
728 funds tracked by Wall St. Rank held Ingersoll Rand as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.