IEQ Capital’s Ingersoll Rand IR Stock Holding History

IEQ Capital’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	-5,573	Closed	-$504K	–	1671
2024 Q4	$504K	Sell	5,573 -7,907	-59%	-$787K	﹤0.01%	846
2024 Q3	$1.32M	Sell	13,480 -1,041	-7%	-$96.8K	0.02%	465
2024 Q2	$1.32M	Buy	14,521 +1,331	+10%	+$122K	0.02%	424
2024 Q1	$1.25M	Buy	13,190 +6,233	+90%	+$533K	0.02%	413
2023 Q4	$538K	Sell	6,957 -893	-11%	-$61.1K	0.01%	561
2023 Q3	$500K	Buy	7,850 +2,210	+39%	+$147K	0.01%	570
2023 Q2	$369K	Sell	5,640 -3,609	-39%	-$213K	0.01%	617
2023 Q1	$538K	Buy	9,249 +4,297	+87%	+$242K	0.01%	546
2022 Q4	$259K	Sell	4,952 -188	-4%	-$9.6K	0.01%	675
2022 Q3	$222K	Buy	+5,140	New	+$242K	0.01%	739
2022 Q1	–	Sell	-4,005	Closed	-$248K	–	827
2021 Q4	$248K	Sell	4,005 -1,481	-27%	-$84.3K	0.01%	638
2021 Q3	$277K	Buy	+5,486	New	+$279K	0.01%	581

Other funds holding IR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

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

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

IEQ Capital's IR Position: Q1 2025 in Review

IEQ Capital sold out of Ingersoll Rand (IR) in Q1 2025, closing a stake of 5,573 shares — an estimated $504K sold.

IEQ Capital first reported a position in IR in Q3 2021 and held it in 12 quarters. The position peaked at $1.32M in Q3 2024. 861 funds tracked by Wall St. Rank hold IR as of Q1 2025.

IEQ Capital reported no remaining Ingersoll Rand position as of Q1 2025 after selling out during the quarter.
IEQ Capital sold 5,573 Ingersoll Rand shares in Q1 2025, an estimated $504K.
IEQ Capital first reported a position in Ingersoll Rand in Q3 2021 and held it in 12 quarters.
IEQ Capital's Ingersoll Rand position peaked at $1.32M in Q3 2024.
861 funds tracked by Wall St. Rank held Ingersoll Rand as of Q1 2025.

Based on IEQ Capital's 13F filing for Q1 2025, filed 14 May 2025.