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Excalibur Management’s Ingersoll Rand IR Stock Holding History

Excalibur 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
2024
Q4 		– Sell
-2,043
Closed -$201K – 168
2024
Q3 		$201K Buy
+2,043
New +$190K 0.08% 161
2024
Q2 		– Sell
-2,131
Closed -$202K – 165
2024
Q1 		$202K Buy
+2,131
New +$182K 0.09% 157

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Excalibur Management's IR Position: Q4 2024 in Review

Excalibur Management sold out of Ingersoll Rand (IR) in Q4 2024, closing a stake of 2,043 shares — an estimated $201K sold.

Excalibur Management first reported a position in IR in Q1 2024 and held it in 2 quarters. The position peaked at $202K in Q1 2024. 928 funds tracked by Wall St. Rank hold IR as of Q4 2024.

  • Excalibur Management reported no remaining Ingersoll Rand position as of Q4 2024 after selling out during the quarter.
  • Excalibur Management sold 2,043 Ingersoll Rand shares in Q4 2024, an estimated $201K.
  • Excalibur Management first reported a position in Ingersoll Rand in Q1 2024 and held it in 2 quarters.
  • Excalibur Management's Ingersoll Rand position peaked at $202K in Q1 2024.
  • 928 funds tracked by Wall St. Rank held Ingersoll Rand as of Q4 2024.

Based on Excalibur Management's 13F filing for Q4 2024, filed 12 Feb 2025.