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Lake Street Advisors Group’s Ingersoll Rand IR Stock Holding History

Lake Street Advisors Group’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
Q4 		$206K Buy
2,273
+141
+7% +$14K 0.01% 558
2024
Q3 		$209K Buy
+2,132
New +$198K 0.01% 549
2024
Q2 		– Sell
-2,148
Closed -$204K – 646
2024
Q1 		$204K Buy
+2,148
New +$184K 0.01% 555

Other funds holding IR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Lake Street Advisors Group's IR Position: Q4 2024 in Review

Lake Street Advisors Group increased its Ingersoll Rand (IR) stake by 6.6% in Q4 2024, buying an estimated $14K and bringing the position to 2,273 shares worth $206K. The position accounts for 0.01% of the portfolio, ranked #558.

Lake Street Advisors Group first reported a position in IR in Q1 2024 and has held it in 3 quarters since. The position peaked at $209K in Q3 2024. 929 funds tracked by Wall St. Rank hold IR as of Q4 2024.

  • Lake Street Advisors Group held 2,273 shares of Ingersoll Rand worth $206K as of Q4 2024.
  • Lake Street Advisors Group bought 141 Ingersoll Rand shares in Q4 2024, an estimated $14K.
  • Ingersoll Rand made up 0.01% of Lake Street Advisors Group's portfolio in Q4 2024, its #558 holding.
  • Lake Street Advisors Group first reported a position in Ingersoll Rand in Q1 2024 and has held it in 3 quarters since.
  • Lake Street Advisors Group's Ingersoll Rand position peaked at $209K in Q3 2024.
  • 929 funds tracked by Wall St. Rank held Ingersoll Rand as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.