Harel Insurance Investments & Financial Services’s Ingersoll Rand IR Stock Holding History

Harel Insurance Investments & Financial Services’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	-490	Closed	-$38K	–	583
2023 Q4	$38K	Hold	490	–	–	﹤0.01%	447
2023 Q3	$32K	Buy	+490	New	+$32.6K	﹤0.01%	508
2022 Q2	–	Sell	-714	Closed	-$36K	–	756
2022 Q1	$36K	Sell	714 -57	-7%	-$3.05K	﹤0.01%	570
2021 Q4	$47K	Buy	771 +235	+44%	+$13.4K	﹤0.01%	592
2021 Q3	$27K	Buy	+536	New	+$27.3K	﹤0.01%	597
2020 Q2	–	Sell	-29	Closed	-$1K	–	547
2020 Q1	$1K	Buy	+29	New	+$921	﹤0.01%	424

Other funds holding IR

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

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

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Harel Insurance Investments & Financial Services's IR Position: Q1 2024 in Review

Harel Insurance Investments & Financial Services sold out of Ingersoll Rand (IR) in Q1 2024, closing a stake of 490 shares — an estimated $38K sold.

Harel Insurance Investments & Financial Services first reported a position in IR in Q1 2020 and held it in 6 quarters. The position peaked at $47K in Q4 2021. 849 funds tracked by Wall St. Rank hold IR as of Q1 2024.

Harel Insurance Investments & Financial Services reported no remaining Ingersoll Rand position as of Q1 2024 after selling out during the quarter.
Harel Insurance Investments & Financial Services sold 490 Ingersoll Rand shares in Q1 2024, an estimated $38K.
Harel Insurance Investments & Financial Services first reported a position in Ingersoll Rand in Q1 2020 and held it in 6 quarters.
Harel Insurance Investments & Financial Services's Ingersoll Rand position peaked at $47K in Q4 2021.
849 funds tracked by Wall St. Rank held Ingersoll Rand as of Q1 2024.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q1 2024, filed 30 Apr 2024.