KI
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Kula Investments’s Ingersoll Rand IR Stock Holding History

Kula Investments’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
Q1 		$1.96M Buy
33,724
+15,685
+87% +$884K 0.48% 16
2022
Q4 		$943K Buy
+18,039
New +$921K 0.28% 61

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Kula Investments's IR Position: Q1 2023 in Review

Kula Investments increased its Ingersoll Rand (IR) stake by 87% in Q1 2023, buying an estimated $884K and bringing the position to 33,724 shares worth $1.96M. The position accounts for 0.48% of the portfolio, ranked #16.

Kula Investments first reported a position in IR in Q4 2022 and has held it in 2 quarters since. 682 funds tracked by Wall St. Rank hold IR as of Q1 2023.

  • Kula Investments held 33,724 shares of Ingersoll Rand worth $1.96M as of Q1 2023.
  • Kula Investments bought 15,685 Ingersoll Rand shares in Q1 2023, an estimated $884K.
  • Ingersoll Rand made up 0.48% of Kula Investments's portfolio in Q1 2023, its #16 holding.
  • Kula Investments first reported a position in Ingersoll Rand in Q4 2022 and has held it in 2 quarters since.
  • 682 funds tracked by Wall St. Rank held Ingersoll Rand as of Q1 2023.

Based on Kula Investments's 13F filing for Q1 2023, filed 15 May 2023.