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Drake & Associates’s Ingersoll Rand IR Stock Holding History

Drake & 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
2024
Q4 		– Sell
-6,394
Closed -$628K – 98
2024
Q3 		$628K Buy
6,394
+533
+9% +$49.5K 0.2% 39
2024
Q2 		$532K Sell
5,861
-111
-2% -$10.2K 0.19% 36
2024
Q1 		$567K Sell
5,972
-615
-9% -$52.6K 0.21% 34
2023
Q4 		$509K Buy
+6,587
New +$450K 0.21% 34

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Drake & Associates's IR Position: Q4 2024 in Review

Drake & Associates sold out of Ingersoll Rand (IR) in Q4 2024, closing a stake of 6,394 shares — an estimated $628K sold.

Drake & Associates first reported a position in IR in Q4 2023 and held it in 4 quarters. The position peaked at $628K in Q3 2024. 929 funds tracked by Wall St. Rank hold IR as of Q4 2024.

  • Drake & Associates reported no remaining Ingersoll Rand position as of Q4 2024 after selling out during the quarter.
  • Drake & Associates sold 6,394 Ingersoll Rand shares in Q4 2024, an estimated $628K.
  • Drake & Associates first reported a position in Ingersoll Rand in Q4 2023 and held it in 4 quarters.
  • Drake & Associates's Ingersoll Rand position peaked at $628K in Q3 2024.
  • 929 funds tracked by Wall St. Rank held Ingersoll Rand as of Q4 2024.

Based on Drake & Associates's 13F filing for Q4 2024, filed 10 Feb 2025.