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Fernwood Investment Management’s Ingersoll Rand IR Stock Holding History

Fernwood 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
2024
Q2 		– Sell
-488
Closed -$46.3K – 431
2024
Q1 		$46.3K Buy
+488
New +$41.7K 0.01% 352

Other funds holding IR

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

Fernwood Investment Management's IR Position: Q2 2024 in Review

Fernwood Investment Management sold out of Ingersoll Rand (IR) in Q2 2024, closing a stake of 488 shares — an estimated $46.3K sold.

Fernwood Investment Management first reported a position in IR in Q1 2024 and held it in 1 quarter. The position peaked at $46.3K in Q1 2024. 850 funds tracked by Wall St. Rank hold IR as of Q2 2024.

  • Fernwood Investment Management reported no remaining Ingersoll Rand position as of Q2 2024 after selling out during the quarter.
  • Fernwood Investment Management sold 488 Ingersoll Rand shares in Q2 2024, an estimated $46.3K.
  • Fernwood Investment Management first reported a position in Ingersoll Rand in Q1 2024 and held it in 1 quarter.
  • Fernwood Investment Management's Ingersoll Rand position peaked at $46.3K in Q1 2024.
  • 850 funds tracked by Wall St. Rank held Ingersoll Rand as of Q2 2024.

Based on Fernwood Investment Management's 13F filing for Q2 2024, filed 31 Jul 2024.