EP
IR icon

Essential Planning’s Ingersoll Rand IR Stock Holding History

Essential Planning’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
2025
Q1 		– Sell
-30,810
Closed -$3.07M – 182
2024
Q4 		$3.07M Buy
+30,810
New +$3.07M 0.02% 158

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 $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Essential Planning's IR Position: Q1 2025 in Review

Essential Planning sold out of Ingersoll Rand (IR) in Q1 2025, closing a stake of 30,810 shares — an estimated $3.07M sold.

Essential Planning first reported a position in IR in Q4 2024 and held it in 1 quarter. The position peaked at $3.07M in Q4 2024. 861 funds tracked by Wall St. Rank hold IR as of Q1 2025.

  • Essential Planning reported no remaining Ingersoll Rand position as of Q1 2025 after selling out during the quarter.
  • Essential Planning sold 30,810 Ingersoll Rand shares in Q1 2025, an estimated $3.07M.
  • Essential Planning first reported a position in Ingersoll Rand in Q4 2024 and held it in 1 quarter.
  • Essential Planning's Ingersoll Rand position peaked at $3.07M in Q4 2024.
  • 861 funds tracked by Wall St. Rank held Ingersoll Rand as of Q1 2025.

Based on Essential Planning's 13F filing for Q1 2025, filed 8 May 2025.