HGERS
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Householder Group Estate & Retirement Specialist’s Ingersoll Rand IR Stock Holding History

Householder Group Estate & Retirement Specialist’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
-73
Closed -$4.65K – 1239
2023
Q3 		$4.65K Buy
+73
New +$4.86K ﹤0.01% 949

Other funds holding IR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's IR Position: Q4 2023 in Review

Householder Group Estate & Retirement Specialist sold out of Ingersoll Rand (IR) in Q4 2023, closing a stake of 73 shares — an estimated $4.65K sold.

Householder Group Estate & Retirement Specialist first reported a position in IR in Q3 2023 and held it in 1 quarter. The position peaked at $4.65K in Q3 2023. 785 funds tracked by Wall St. Rank hold IR as of Q4 2023.

  • Householder Group Estate & Retirement Specialist reported no remaining Ingersoll Rand position as of Q4 2023 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 73 Ingersoll Rand shares in Q4 2023, an estimated $4.65K.
  • Householder Group Estate & Retirement Specialist first reported a position in Ingersoll Rand in Q3 2023 and held it in 1 quarter.
  • Householder Group Estate & Retirement Specialist's Ingersoll Rand position peaked at $4.65K in Q3 2023.
  • 785 funds tracked by Wall St. Rank held Ingersoll Rand as of Q4 2023.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2023, filed 23 Jan 2024.