Ergoteles’s Ingersoll Rand IR Stock Holding History

Ergoteles’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	-30,042	Closed	-$1.96M	–	445
2023 Q2	$1.96M	Buy	30,042 +17,359	+137%	+$1.03M	0.09%	277
2023 Q1	$738K	Sell	12,683 -15,557	-55%	-$877K	0.03%	606
2022 Q4	$1.48M	Buy	+28,240	New	+$1.44M	0.05%	352
2021 Q1	–	Sell	-14,443	Closed	-$658K	–	922
2020 Q4	$658K	Buy	+14,443	New	+$598K	0.02%	408

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

Ergoteles's IR Position: Q3 2023 in Review

Ergoteles sold out of Ingersoll Rand (IR) in Q3 2023, closing a stake of 30,042 shares — an estimated $1.96M sold.

Ergoteles first reported a position in IR in Q4 2020 and held it in 4 quarters. The position peaked at $1.96M in Q2 2023. 728 funds tracked by Wall St. Rank hold IR as of Q3 2023.

Ergoteles reported no remaining Ingersoll Rand position as of Q3 2023 after selling out during the quarter.
Ergoteles sold 30,042 Ingersoll Rand shares in Q3 2023, an estimated $1.96M.
Ergoteles first reported a position in Ingersoll Rand in Q4 2020 and held it in 4 quarters.
Ergoteles's Ingersoll Rand position peaked at $1.96M in Q2 2023.
728 funds tracked by Wall St. Rank held Ingersoll Rand as of Q3 2023.

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