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HBW Advisory Services’s Ingersoll Rand IR Stock Holding History

HBW Advisory 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
2025
Q1 		– Sell
-2,811
Closed -$254K – 412
2024
Q4 		$254K Buy
2,811
+33
+1% +$3.29K 0.03% 311
2024
Q3 		$273K Sell
2,778
-133
-5% -$12.4K 0.04% 293
2024
Q2 		$264K Sell
2,911
-46
-2% -$4.23K 0.04% 278
2024
Q1 		$229K Hold
2,957
– – 0.04% 274
2023
Q4 		$229K Sell
2,957
-1,199
-29% -$82K 0.04% 274
2023
Q3 		$265K Buy
4,156
+1,025
+33% +$68.2K 0.06% 230
2023
Q2 		$205K Buy
+3,131
New +$185K 0.04% 276

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 $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

HBW Advisory Services's IR Position: Q1 2025 in Review

HBW Advisory Services sold out of Ingersoll Rand (IR) in Q1 2025, closing a stake of 2,811 shares — an estimated $254K sold.

HBW Advisory Services first reported a position in IR in Q2 2023 and held it in 7 quarters. The position peaked at $273K in Q3 2024. 861 funds tracked by Wall St. Rank hold IR as of Q1 2025.

  • HBW Advisory Services reported no remaining Ingersoll Rand position as of Q1 2025 after selling out during the quarter.
  • HBW Advisory Services sold 2,811 Ingersoll Rand shares in Q1 2025, an estimated $254K.
  • HBW Advisory Services first reported a position in Ingersoll Rand in Q2 2023 and held it in 7 quarters.
  • HBW Advisory Services's Ingersoll Rand position peaked at $273K in Q3 2024.
  • 861 funds tracked by Wall St. Rank held Ingersoll Rand as of Q1 2025.

Based on HBW Advisory Services's 13F filing for Q1 2025, filed 9 Apr 2025.