HR
IR icon

Howe & Rusling’s Ingersoll Rand IR Stock Holding History

Howe & Rusling’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 		– Sell
-776
Closed -$34K – 666
2022
Q3 		$34K Buy
776
+44
+6% +$2.07K ﹤0.01% 357
2022
Q2 		$31K Hold
732
– – ﹤0.01% 369
2022
Q1 		$37K Hold
732
– – ﹤0.01% 350
2021
Q4 		$45K Hold
732
– – 0.01% 335
2021
Q3 		$37K Hold
732
– – ﹤0.01% 337
2021
Q2 		$36K Hold
732
– – ﹤0.01% 331
2021
Q1 		$36K Hold
732
– – ﹤0.01% 328
2020
Q4 		$33K Sell
732
-33
-4% -$1.37K 0.01% 319
2020
Q3 		$27K Buy
765
+33
+5% +$1.1K ﹤0.01% 324
2020
Q2 		$21K Hold
732
– – ﹤0.01% 343
2020
Q1 		$18K Buy
+732
New +$23.2K ﹤0.01% 350

Other funds holding IR

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
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 Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Howe & Rusling's IR Position: Q4 2022 in Review

Howe & Rusling sold out of Ingersoll Rand (IR) in Q4 2022, closing a stake of 776 shares — an estimated $34K sold.

Howe & Rusling first reported a position in IR in Q1 2020 and held it in 11 quarters. The position peaked at $45K in Q4 2021. 658 funds tracked by Wall St. Rank hold IR as of Q4 2022.

  • Howe & Rusling reported no remaining Ingersoll Rand position as of Q4 2022 after selling out during the quarter.
  • Howe & Rusling sold 776 Ingersoll Rand shares in Q4 2022, an estimated $34K.
  • Howe & Rusling first reported a position in Ingersoll Rand in Q1 2020 and held it in 11 quarters.
  • Howe & Rusling's Ingersoll Rand position peaked at $45K in Q4 2021.
  • 658 funds tracked by Wall St. Rank held Ingersoll Rand as of Q4 2022.

Based on Howe & Rusling's 13F filing for Q4 2022, filed 15 Feb 2023.