HeadInvest LLC’s Ingersoll Rand IR Stock Holding History

HeadInvest LLC’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	-1,498	Closed	-$95.3K	–	449
2023 Q3	$95.3K	Buy	+1,498	New	+$99.7K	0.02%	289

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

HeadInvest LLC's IR Position: Q4 2023 in Review

HeadInvest LLC sold out of Ingersoll Rand (IR) in Q4 2023, closing a stake of 1,498 shares — an estimated $95.3K sold.

HeadInvest LLC first reported a position in IR in Q3 2023 and held it in 1 quarter. The position peaked at $95.3K in Q3 2023. 784 funds tracked by Wall St. Rank hold IR as of Q4 2023.

HeadInvest LLC reported no remaining Ingersoll Rand position as of Q4 2023 after selling out during the quarter.
HeadInvest LLC sold 1,498 Ingersoll Rand shares in Q4 2023, an estimated $95.3K.
HeadInvest LLC first reported a position in Ingersoll Rand in Q3 2023 and held it in 1 quarter.
HeadInvest LLC's Ingersoll Rand position peaked at $95.3K in Q3 2023.
784 funds tracked by Wall St. Rank held Ingersoll Rand as of Q4 2023.

Based on HeadInvest LLC's 13F filing for Q4 2023, filed 12 Feb 2024.