Geller Advisors’s Ingersoll Rand IR Stock Holding History

Geller 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 Q4	$370K	Buy	4,090 +198	+5%	+$19.7K	0.02%	177
2024 Q3	$382K	Buy	3,892 +57	+1%	+$5.3K	0.03%	172
2024 Q2	$348K	Buy	3,835 +100	+3%	+$9.19K	0.03%	189
2024 Q1	$355K	Sell	3,735 -485	-11%	-$41.5K	0.03%	194
2023 Q4	$326K	Sell	4,220 -149	-3%	-$10.2K	0.03%	189
2023 Q3	$278K	Sell	4,369 -425	-9%	-$28.3K	0.03%	200
2023 Q2	$313K	Buy	4,794 +98	+2%	+$5.79K	0.04%	179
2023 Q1	$273K	Buy	4,696 +310	+7%	+$17.5K	0.04%	135
2022 Q4	$229K	Buy	+4,386	New	+$224K	0.04%	135

Other funds holding IR

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

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

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

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

Geller Advisors's IR Position: Q4 2024 in Review

Geller Advisors increased its Ingersoll Rand (IR) stake by 5.1% in Q4 2024, buying an estimated $19.7K and bringing the position to 4,090 shares worth $370K. The position accounts for 0.02% of the portfolio, ranked #177.

Geller Advisors first reported a position in IR in Q4 2022 and has held it in 9 quarters since. The position peaked at $382K in Q3 2024. 928 funds tracked by Wall St. Rank hold IR as of Q4 2024.

Geller Advisors held 4,090 shares of Ingersoll Rand worth $370K as of Q4 2024.
Geller Advisors bought 198 Ingersoll Rand shares in Q4 2024, an estimated $19.7K.
Ingersoll Rand made up 0.02% of Geller Advisors's portfolio in Q4 2024, its #177 holding.
Geller Advisors first reported a position in Ingersoll Rand in Q4 2022 and has held it in 9 quarters since.
Geller Advisors's Ingersoll Rand position peaked at $382K in Q3 2024.
928 funds tracked by Wall St. Rank held Ingersoll Rand as of Q4 2024.

Based on Geller Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.