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GYL Financial Synergies’s Ingersoll Rand IR Stock Holding History

GYL Financial Synergies’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
Q3 		$560K Sell
5,708
-195
-3% -$18.1K 0.04% 227
2024
Q2 		$536K Sell
5,903
-116
-2% -$10.7K 0.04% 226
2024
Q1 		$572K Sell
6,019
-2
-0% -$171 0.04% 225
2023
Q4 		$466K Buy
6,021
+414
+7% +$28.3K 0.04% 248
2023
Q3 		$357K Sell
5,607
-1
-0% -$67 0.03% 265
2023
Q2 		$367K Buy
+5,608
New +$332K 0.03% 268

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 $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

GYL Financial Synergies's IR Position: Q3 2024 in Review

GYL Financial Synergies reduced its Ingersoll Rand (IR) stake by 3.3% in Q3 2024, selling an estimated $18.1K and leaving 5,708 shares worth $560K. The position accounts for 0.04% of the portfolio, ranked #227.

GYL Financial Synergies first reported a position in IR in Q2 2023 and has held it in 6 quarters since. The position peaked at $572K in Q1 2024. 867 funds tracked by Wall St. Rank hold IR as of Q3 2024.

  • GYL Financial Synergies held 5,708 shares of Ingersoll Rand worth $560K as of Q3 2024.
  • GYL Financial Synergies sold 195 Ingersoll Rand shares in Q3 2024, an estimated $18.1K.
  • Ingersoll Rand made up 0.04% of GYL Financial Synergies's portfolio in Q3 2024, its #227 holding.
  • GYL Financial Synergies first reported a position in Ingersoll Rand in Q2 2023 and has held it in 6 quarters since.
  • GYL Financial Synergies's Ingersoll Rand position peaked at $572K in Q1 2024.
  • 867 funds tracked by Wall St. Rank held Ingersoll Rand as of Q3 2024.

Based on GYL Financial Synergies's 13F filing for Q3 2024, filed 7 Nov 2024.