Knowledge Leaders Capital’s Ingersoll Rand IR Stock Holding History

Knowledge Leaders 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
2024 Q2	–	Sell	-2,282	Closed	-$217K	–	39
2024 Q1	$217K	Sell	2,282 -4,360	-66%	-$373K	0.38%	38
2023 Q4	$514K	Sell	6,642 -596	-8%	-$40.8K	0.81%	42
2023 Q3	$461K	Buy	+7,238	New	+$482K	0.68%	45
2023 Q2	–	Sell	-27,222	Closed	-$1.58M	–	88
2023 Q1	$1.58M	Sell	27,222 -700	-3%	-$39.5K	2.09%	8
2022 Q4	$1.46M	Buy	27,922 +14,256	+104%	+$728K	1.93%	7
2022 Q3	$591K	Sell	13,666 -760	-5%	-$35.8K	0.75%	55
2022 Q2	$607K	Sell	14,426 -23,205	-62%	-$1.06M	0.59%	70
2022 Q1	$1.9M	Hold	37,631	–	–	1.36%	9
2021 Q4	$2.33M	Buy	37,631 +1,435	+4%	+$81.7K	1.71%	7
2021 Q3	$1.82M	Buy	36,196 +172	+0.5%	+$8.75K	1.47%	8
2021 Q2	$1.76M	Buy	36,024 +14,276	+66%	+$701K	1.18%	11
2021 Q1	$1.07M	Buy	+21,748	New	+$1.01M	0.85%	40

Other funds holding IR

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

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

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

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

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

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

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

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

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

Knowledge Leaders Capital's IR Position: Q2 2024 in Review

Knowledge Leaders Capital sold out of Ingersoll Rand (IR) in Q2 2024, closing a stake of 2,282 shares — an estimated $217K sold.

Knowledge Leaders Capital first reported a position in IR in Q1 2021 and held it in 12 quarters. The position peaked at $2.33M in Q4 2021. 850 funds tracked by Wall St. Rank hold IR as of Q2 2024.

Knowledge Leaders Capital reported no remaining Ingersoll Rand position as of Q2 2024 after selling out during the quarter.
Knowledge Leaders Capital sold 2,282 Ingersoll Rand shares in Q2 2024, an estimated $217K.
Knowledge Leaders Capital first reported a position in Ingersoll Rand in Q1 2021 and held it in 12 quarters.
Knowledge Leaders Capital's Ingersoll Rand position peaked at $2.33M in Q4 2021.
850 funds tracked by Wall St. Rank held Ingersoll Rand as of Q2 2024.

Based on Knowledge Leaders Capital's 13F filing for Q2 2024, filed 11 Jul 2024.