Ethic Inc’s Ingersoll Rand IR Stock Holding History

Ethic Inc’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
2026 Q1	$5.23M	Sell	65,339 -473	-0.7%	-$41.8K	0.08%	253
2025 Q4	$5.21M	Buy	65,812 +11,822	+22%	+$933K	0.08%	239
2025 Q3	$4.46M	Sell	53,990 -30,596	-36%	-$2.51M	0.07%	268
2025 Q2	$7.13M	Buy	84,586 +6,399	+8%	+$504K	0.13%	163
2025 Q1	$6.3M	Sell	78,187 -2,829	-3%	-$246K	0.13%	179
2024 Q4	$7.33M	Buy	81,016 +9,800	+14%	+$976K	0.15%	143
2024 Q3	$6.76M	Sell	71,216 -5,356	-7%	-$498K	0.17%	131
2024 Q2	$6.96M	Buy	76,572 +5,356	+8%	+$492K	0.16%	131
2024 Q1	$6.76M	Buy	71,216 +1,831	+3%	+$157K	0.17%	131
2023 Q4	$5.37M	Sell	69,385 -1,219	-2%	-$83.3K	0.16%	155
2023 Q3	$4.5M	Buy	70,604 +3,380	+5%	+$225K	0.16%	153
2023 Q2	$4.39M	Sell	67,224 -1,605	-2%	-$94.9K	0.16%	145
2023 Q1	$4M	Buy	68,829 +7,180	+12%	+$405K	0.16%	161
2022 Q4	$3.22M	Buy	61,649 +4,107	+7%	+$210K	0.17%	150
2022 Q3	$2.49M	Buy	57,542 +11,461	+25%	+$540K	0.17%	150
2022 Q2	$1.94M	Buy	46,081 +1,220	+3%	+$55.5K	0.14%	195
2022 Q1	$2.26M	Buy	44,861 +8,141	+22%	+$436K	0.16%	169
2021 Q4	$2.27M	Buy	36,720 +6,628	+22%	+$377K	0.18%	141
2021 Q3	$1.52M	Buy	30,092 +6,563	+28%	+$334K	0.16%	170
2021 Q2	$1.15M	Buy	23,529 +14,439	+159%	+$709K	0.14%	185
2021 Q1	$447K	Buy	+9,090	New	+$421K	0.08%	299

Other funds holding IR

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments

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

T. Rowe Price Associates

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

T. Rowe Price Investment Management

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

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return