Echo Street Capital Management’s Ingersoll Rand IR Stock Holding History

Echo Street Capital 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
2023 Q4	–	Sell	-8,009	Closed	-$510K	–	218
2023 Q3	$510K	Sell	8,009 -4,875	-38%	-$324K	﹤0.01%	260
2023 Q2	$842K	Buy	12,884 +4,057	+46%	+$240K	0.01%	170
2023 Q1	$514K	Buy	8,827 +3,744	+74%	+$211K	﹤0.01%	254
2022 Q4	$266K	Buy	+5,083	New	+$259K	﹤0.01%	428
2022 Q3	–	Sell	-4,922	Closed	-$207K	–	620
2022 Q2	$207K	Buy	+4,922	New	+$224K	﹤0.01%	494

Other funds holding IR

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Echo Street Capital Management's IR Position: Q4 2023 in Review

Echo Street Capital Management sold out of Ingersoll Rand (IR) in Q4 2023, closing a stake of 8,009 shares — an estimated $510K sold.

Echo Street Capital Management first reported a position in IR in Q2 2022 and held it in 5 quarters. The position peaked at $842K in Q2 2023. 785 funds tracked by Wall St. Rank hold IR as of Q4 2023.

Echo Street Capital Management reported no remaining Ingersoll Rand position as of Q4 2023 after selling out during the quarter.
Echo Street Capital Management sold 8,009 Ingersoll Rand shares in Q4 2023, an estimated $510K.
Echo Street Capital Management first reported a position in Ingersoll Rand in Q2 2022 and held it in 5 quarters.
Echo Street Capital Management's Ingersoll Rand position peaked at $842K in Q2 2023.
785 funds tracked by Wall St. Rank held Ingersoll Rand as of Q4 2023.

Based on Echo Street Capital Management's 13F filing for Q4 2023, filed 8 Feb 2024.