Financial Engines Advisors
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Financial Engines Advisors’s Ingersoll Rand IR Stock Holding History

Financial Engines Advisors’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
Q1 		– Sell
-12,202
Closed -$953K – 342
2023
Q4 		$953K Buy
+12,202
New +$834K ﹤0.01% 186

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T. Rowe Price Investment Management
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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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Financial Engines Advisors's IR Position: Q1 2024 in Review

Financial Engines Advisors sold out of Ingersoll Rand (IR) in Q1 2024, closing a stake of 12,202 shares — an estimated $953K sold.

Financial Engines Advisors first reported a position in IR in Q4 2023 and held it in 1 quarter. The position peaked at $953K in Q4 2023. 848 funds tracked by Wall St. Rank hold IR as of Q1 2024.

  • Financial Engines Advisors reported no remaining Ingersoll Rand position as of Q1 2024 after selling out during the quarter.
  • Financial Engines Advisors sold 12,202 Ingersoll Rand shares in Q1 2024, an estimated $953K.
  • Financial Engines Advisors first reported a position in Ingersoll Rand in Q4 2023 and held it in 1 quarter.
  • Financial Engines Advisors's Ingersoll Rand position peaked at $953K in Q4 2023.
  • 848 funds tracked by Wall St. Rank held Ingersoll Rand as of Q1 2024.

Based on Financial Engines Advisors's 13F filing for Q1 2024, filed 13 May 2024.