Jim Simons’s Ingersoll Rand IR Stock Holding History

Jim Simons’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 Q3	–	Sell	-204,100	Closed	-$8.59M	–	4221
2022 Q2	$8.59M	Buy	204,100 +171,400	+524%	+$7.8M	0.01%	1191
2022 Q1	$1.65M	Buy	+32,700	New	+$1.75M	﹤0.01%	2370
2021 Q3	–	Sell	-345,996	Closed	-$16.9M	–	3641
2021 Q2	$16.9M	Sell	345,996 -19,329	-5%	-$949K	0.02%	852
2021 Q1	$18M	Buy	365,325 +197,800	+118%	+$9.15M	0.02%	841
2020 Q4	$7.63M	Buy	+167,525	New	+$6.93M	0.01%	1334
2019 Q1	–	Sell	-13,000	Closed	-$266K	–	3563
2018 Q4	$266K	Buy	+13,000	New	+$319K	﹤0.01%	3065
2018 Q3	–	Sell	-135,200	Closed	-$3.97M	–	3437
2018 Q2	$3.97M	Sell	135,200 -534,700	-80%	-$16.8M	﹤0.01%	1930
2018 Q1	$20.6M	Buy	669,900 +137,900	+26%	+$4.6M	0.02%	917
2017 Q4	$18.1M	Buy	532,000 +383,000	+257%	+$11.4M	0.02%	1009
2017 Q3	$4.1M	Buy	+149,000	New	+$3.51M	﹤0.01%	1895

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 $6.73T AUM 46.02% 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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Jim Simons's IR Position: Q3 2022 in Review

Jim Simons sold out of Ingersoll Rand (IR) in Q3 2022, closing a stake of 204,100 shares — an estimated $8.59M sold.

Jim Simons first reported a position in IR in Q3 2017 and held it in 10 quarters. The position peaked at $20.6M in Q1 2018. 582 funds tracked by Wall St. Rank hold IR as of Q3 2022.

Jim Simons reported no remaining Ingersoll Rand position as of Q3 2022 after selling out during the quarter.
Jim Simons sold 204,100 Ingersoll Rand shares in Q3 2022, an estimated $8.59M.
Jim Simons first reported a position in Ingersoll Rand in Q3 2017 and held it in 10 quarters.
Jim Simons's Ingersoll Rand position peaked at $20.6M in Q1 2018.
582 funds tracked by Wall St. Rank held Ingersoll Rand as of Q3 2022.

Based on Renaissance Technologies's 13F filing for Q3 2022, filed 14 Nov 2022.