Hotaling Investment Management’s Ingersoll Rand IR Stock Holding History

Hotaling Investment Management’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
2022 Q4	$277K	Hold	5,302	–	–	0.13%	94
2022 Q3	$229K	Buy	5,302 +15	+0.3%	+$706	0.11%	101
2022 Q2	$222K	Buy	5,287 +12	+0.2%	+$546	0.1%	113
2022 Q1	$266K	Buy	5,275 +263	+5%	+$14.1K	0.1%	106
2021 Q4	$310K	Buy	5,012 +52	+1%	+$2.96K	0.11%	107
2021 Q3	$250K	Buy	4,960 +204	+4%	+$10.4K	0.1%	102
2021 Q2	$232K	Buy	4,756 +14	+0.3%	+$687	0.09%	109
2021 Q1	$233K	Sell	4,742 -34	-0.7%	-$1.57K	0.1%	101
2020 Q4	$218K	Buy	+4,776	New	+$198K	0.1%	104
2020 Q2	–	Sell	-21,790	Closed	-$540K	–	109
2020 Q1	$540K	Buy	+21,790	New	+$692K	0.4%	67

Other funds holding IR

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

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

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Hotaling Investment Management's IR Position: Q4 2022 in Review

Hotaling Investment Management held its Ingersoll Rand (IR) position steady in Q4 2022 at 5,302 shares worth $277K. The position accounts for 0.13% of the portfolio, ranked #94.

Hotaling Investment Management first reported a position in IR in Q1 2020 and has held it in 10 quarters since. The position peaked at $540K in Q1 2020. 658 funds tracked by Wall St. Rank hold IR as of Q4 2022.

Hotaling Investment Management held 5,302 shares of Ingersoll Rand worth $277K as of Q4 2022.
Hotaling Investment Management left its Ingersoll Rand share count unchanged in Q4 2022.
Ingersoll Rand made up 0.13% of Hotaling Investment Management's portfolio in Q4 2022, its #94 holding.
Hotaling Investment Management first reported a position in Ingersoll Rand in Q1 2020 and has held it in 10 quarters since.
Hotaling Investment Management's Ingersoll Rand position peaked at $540K in Q1 2020.
658 funds tracked by Wall St. Rank held Ingersoll Rand as of Q4 2022.

Based on Hotaling Investment Management's 13F filing for Q4 2022, filed 14 Feb 2023.