Edmond de Rothschild Holding’s Ingersoll Rand IR Stock Holding History

Edmond de Rothschild Holding’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	-544	Closed	-$35.6K	–	728
2023 Q2	$35.6K	Hold	544	–	–	﹤0.01%	608
2023 Q1	$31.6K	Hold	544	–	–	﹤0.01%	630
2022 Q4	$28.4K	Hold	544	–	–	﹤0.01%	691
2022 Q3	$24K	Hold	544	–	–	﹤0.01%	736
2022 Q2	$23K	Hold	544	–	–	﹤0.01%	720
2022 Q1	$27K	Hold	544	–	–	﹤0.01%	730
2021 Q4	$34K	Buy	+544	New	+$31K	﹤0.01%	742

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

Edmond de Rothschild Holding's IR Position: Q3 2023 in Review

Edmond de Rothschild Holding sold out of Ingersoll Rand (IR) in Q3 2023, closing a stake of 544 shares — an estimated $35.6K sold.

Edmond de Rothschild Holding first reported a position in IR in Q4 2021 and held it in 7 quarters. The position peaked at $35.6K in Q2 2023. 728 funds tracked by Wall St. Rank hold IR as of Q3 2023.

Edmond de Rothschild Holding reported no remaining Ingersoll Rand position as of Q3 2023 after selling out during the quarter.
Edmond de Rothschild Holding sold 544 Ingersoll Rand shares in Q3 2023, an estimated $35.6K.
Edmond de Rothschild Holding first reported a position in Ingersoll Rand in Q4 2021 and held it in 7 quarters.
Edmond de Rothschild Holding's Ingersoll Rand position peaked at $35.6K in Q2 2023.
728 funds tracked by Wall St. Rank held Ingersoll Rand as of Q3 2023.

Based on Edmond de Rothschild Holding's 13F filing for Q3 2023, filed 13 Nov 2023.