Essex Investment Management’s Ingersoll Rand IR Stock Holding History

Essex Investment 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 Q3	–	Sell	-17,737	Closed	-$1.16M	–	378
2023 Q2	$1.16M	Buy	+17,737	New	+$1.05M	0.16%	187
2021 Q3	–	Sell	-1,283	Closed	-$63K	–	428
2021 Q2	$63K	Hold	1,283	–	–	0.01%	349
2021 Q1	$63K	Sell	1,283 -66	-5%	-$3.05K	0.01%	368
2020 Q4	$61K	Sell	1,349 -131	-9%	-$5.42K	0.01%	391
2020 Q3	$53K	Hold	1,480	–	–	0.01%	388
2020 Q2	$42K	Sell	1,480 -419	-22%	-$11.8K	0.01%	353
2020 Q1	$47K	Buy	+1,899	New	+$60.3K	0.01%	333

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 $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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 $315B AUM 27.84% 1-Year Est. Return

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

Essex Investment Management's IR Position: Q3 2023 in Review

Essex Investment Management sold out of Ingersoll Rand (IR) in Q3 2023, closing a stake of 17,737 shares — an estimated $1.16M sold.

Essex Investment Management first reported a position in IR in Q1 2020 and held it in 7 quarters. The position peaked at $1.16M in Q2 2023. 729 funds tracked by Wall St. Rank hold IR as of Q3 2023.

Essex Investment Management reported no remaining Ingersoll Rand position as of Q3 2023 after selling out during the quarter.
Essex Investment Management sold 17,737 Ingersoll Rand shares in Q3 2023, an estimated $1.16M.
Essex Investment Management first reported a position in Ingersoll Rand in Q1 2020 and held it in 7 quarters.
Essex Investment Management's Ingersoll Rand position peaked at $1.16M in Q2 2023.
729 funds tracked by Wall St. Rank held Ingersoll Rand as of Q3 2023.

Based on Essex Investment Management's 13F filing for Q3 2023, filed 9 Nov 2023.