Lee Financial’s Ingersoll Rand IR Stock Holding History

Lee Financial’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 Q1	–	Sell	-110	Closed	-$8.51K	–	493
2023 Q4	$8.51K	Hold	110	–	–	﹤0.01%	463
2023 Q3	$7.01K	Sell	110 -24	-18%	-$1.6K	﹤0.01%	466
2023 Q2	$8.76K	Sell	134 -86	-39%	-$5.08K	﹤0.01%	428
2023 Q1	$12.8K	Sell	220 -170	-44%	-$9.58K	﹤0.01%	376
2022 Q4	$20.4K	Buy	390 +40	+11%	+$2.04K	﹤0.01%	340
2022 Q3	$15K	Hold	350	–	–	﹤0.01%	369
2022 Q2	$15K	Hold	350	–	–	﹤0.01%	381
2022 Q1	$18K	Sell	350 -95	-21%	-$5.09K	﹤0.01%	353
2021 Q4	$28K	Sell	445 -5	-1%	-$285	0.01%	321
2021 Q3	$23K	Hold	450	–	–	﹤0.01%	315
2021 Q2	$22K	Hold	450	–	–	﹤0.01%	311
2021 Q1	$22K	Hold	450	–	–	0.01%	296
2020 Q4	$21K	Hold	450	–	–	0.01%	279
2020 Q3	$16K	Sell	450 -21	-4%	-$703	﹤0.01%	337
2020 Q2	$14K	Hold	471	–	–	﹤0.01%	317
2020 Q1	$12K	Buy	471 +21	+5%	+$667	﹤0.01%	271
2019 Q4	$17K	Hold	450	–	–	﹤0.01%	269
2019 Q3	$13K	Hold	450	–	–	﹤0.01%	303
2019 Q2	$16K	Buy	450 +75	+20%	+$2.42K	﹤0.01%	287
2019 Q1	$10K	Hold	375	–	–	﹤0.01%	338
2018 Q4	$8K	Buy	+375	New	+$9.21K	﹤0.01%	316

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

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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Lee Financial's IR Position: Q1 2024 in Review

Lee Financial sold out of Ingersoll Rand (IR) in Q1 2024, closing a stake of 110 shares — an estimated $8.51K sold.

Lee Financial first reported a position in IR in Q4 2018 and held it in 21 quarters. The position peaked at $28K in Q4 2021. 848 funds tracked by Wall St. Rank hold IR as of Q1 2024.

Lee Financial reported no remaining Ingersoll Rand position as of Q1 2024 after selling out during the quarter.
Lee Financial sold 110 Ingersoll Rand shares in Q1 2024, an estimated $8.51K.
Lee Financial first reported a position in Ingersoll Rand in Q4 2018 and held it in 21 quarters.
Lee Financial's Ingersoll Rand position peaked at $28K in Q4 2021.
848 funds tracked by Wall St. Rank held Ingersoll Rand as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.