DLA
IR icon

Douglas Lane & Associates’s Ingersoll Rand IR Stock Holding History

Douglas Lane & Associates’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
2026
Q2 		$68.5M Sell
834,963
-2,555
-0.3% -$198K 0.93% 37
2026
Q1 		$67.1M Sell
837,518
-10,971
-1% -$969K 0.97% 35
2025
Q4 		$67.2M Sell
848,489
-1,034
-0.1% -$81.6K 0.92% 39
2025
Q3 		$70.2M Buy
849,523
+16,598
+2% +$1.36M 0.98% 32
2025
Q2 		$69.3M Sell
832,925
-64,392
-7% -$5.07M 1% 32
2025
Q1 		$71.8M Buy
897,317
+15,191
+2% +$1.32M 1.06% 32
2024
Q4 		$79.8M Sell
882,126
-30,277
-3% -$3.01M 1.13% 24
2024
Q3 		$89.6M Sell
912,403
-59,911
-6% -$5.57M 1.23% 25
2024
Q2 		$88.3M Sell
972,314
-47,008
-5% -$4.32M 1.25% 20
2024
Q1 		$96.8M Sell
1,019,322
-33,084
-3% -$2.83M 1.37% 19
2023
Q4 		$81.4M Sell
1,052,406
-67,777
-6% -$4.63M 1.25% 28
2023
Q3 		$71.4M Sell
1,120,183
-15,100
-1% -$1M 1.2% 32
2023
Q2 		$74.2M Sell
1,135,283
-11,546
-1% -$683K 1.2% 31
2023
Q1 		$66.7M Buy
1,146,829
+14,911
+1% +$841K 1.11% 40
2022
Q4 		$59.1M Buy
1,131,918
+31,075
+3% +$1.59M 0.99% 47
2022
Q3 		$47.6M Buy
1,100,843
+11,946
+1% +$563K 0.88% 45
2022
Q2 		$45.8M Buy
1,088,897
+88,079
+9% +$4.01M 0.78% 54
2022
Q1 		$50.4M Buy
1,000,818
+48,892
+5% +$2.62M 0.71% 57
2021
Q4 		$58.9M Sell
951,926
-5,255
-0.5% -$299K 0.78% 49
2021
Q3 		$48.3M Buy
957,181
+2,403
+0.3% +$122K 0.69% 58
2021
Q2 		$46.6M Buy
954,778
+9,969
+1% +$489K 0.65% 66
2021
Q1 		$46.5M Buy
944,809
+55,669
+6% +$2.58M 0.72% 60
2020
Q4 		$40.5M Buy
889,140
+63,781
+8% +$2.64M 0.68% 57
2020
Q3 		$29.4M Buy
825,359
+61,515
+8% +$2.06M 0.58% 63
2020
Q2 		$21.5M Buy
763,844
+70,951
+10% +$2M 0.46% 73
2020
Q1 		$17.2M Buy
692,893
+80,171
+13% +$2.55M 0.45% 71
2019
Q4 		$22.5M Buy
612,722
+136,721
+29% +$4.49M 0.42% 77
2019
Q3 		$13.5M Buy
476,001
+265,612
+126% +$8.21M 0.27% 95
2019
Q2 		$7.28M Buy
+210,389
New +$6.8M 0.14% 104

Other funds holding IR

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
TE
Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
CCM
Carderock Capital Management Chevy Chase, Maryland $456M AUM 31.89% 1-Year Est. Return
HIMCH
Hartford Investment Management Co (HIMCO) Hartford, Connecticut $3.52B AUM 42.49% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
NERM
New England Research & Management Chicago, Illinois $257M AUM 25.66% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return