Lee, Danner & Bass’s Ingersoll Rand IR Stock Holding History

Lee, Danner & Bass’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	-460	Closed	-$41.6K	–	471
2024 Q4	$41.6K	Buy	+460	New	+$45.8K	﹤0.01%	365

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

Lee, Danner & Bass's IR Position: Q1 2025 in Review

Lee, Danner & Bass sold out of Ingersoll Rand (IR) in Q1 2025, closing a stake of 460 shares — an estimated $41.6K sold.

Lee, Danner & Bass first reported a position in IR in Q4 2024 and held it in 1 quarter. The position peaked at $41.6K in Q4 2024. 861 funds tracked by Wall St. Rank hold IR as of Q1 2025.

Lee, Danner & Bass reported no remaining Ingersoll Rand position as of Q1 2025 after selling out during the quarter.
Lee, Danner & Bass sold 460 Ingersoll Rand shares in Q1 2025, an estimated $41.6K.
Lee, Danner & Bass first reported a position in Ingersoll Rand in Q4 2024 and held it in 1 quarter.
Lee, Danner & Bass's Ingersoll Rand position peaked at $41.6K in Q4 2024.
861 funds tracked by Wall St. Rank held Ingersoll Rand as of Q1 2025.

Based on Lee, Danner & Bass's 13F filing for Q1 2025, filed 29 Apr 2025.