Fund Management at Engine No 1’s Ingersoll Rand IR Stock Holding History

Fund Management at Engine No 1’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 Q4	–	Sell	-5,781	Closed	-$368K	–	212
2023 Q3	$368K	Buy	5,781 +515	+10%	+$34.3K	0.06%	292
2023 Q2	$344K	Buy	5,266 +359	+7%	+$21.2K	0.06%	306
2023 Q1	$285K	Buy	4,907 +449	+10%	+$25.3K	0.06%	321
2022 Q4	$233K	Buy	+4,458	New	+$228K	0.06%	321

Other funds holding IR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fund Management at Engine No 1's IR Position: Q4 2023 in Review

Fund Management at Engine No 1 sold out of Ingersoll Rand (IR) in Q4 2023, closing a stake of 5,781 shares — an estimated $368K sold.

Fund Management at Engine No 1 first reported a position in IR in Q4 2022 and held it in 4 quarters. The position peaked at $368K in Q3 2023. 784 funds tracked by Wall St. Rank hold IR as of Q4 2023.

Fund Management at Engine No 1 reported no remaining Ingersoll Rand position as of Q4 2023 after selling out during the quarter.
Fund Management at Engine No 1 sold 5,781 Ingersoll Rand shares in Q4 2023, an estimated $368K.
Fund Management at Engine No 1 first reported a position in Ingersoll Rand in Q4 2022 and held it in 4 quarters.
Fund Management at Engine No 1's Ingersoll Rand position peaked at $368K in Q3 2023.
784 funds tracked by Wall St. Rank held Ingersoll Rand as of Q4 2023.

Based on Fund Management at Engine No 1's 13F filing for Q4 2023.