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Leeward Financial Partners’s Ingersoll Rand IR Stock Holding History

Leeward Financial Partners’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 		– Sell
-2,440
Closed -$240K – 93
2024
Q3 		$240K Hold
2,440
– – 0.09% 79
2024
Q2 		$222K Sell
2,440
-17,848
-88% -$1.64M 0.09% 79
2024
Q1 		$1.93M Sell
20,288
-1,436
-7% -$123K 0.81% 39
2023
Q4 		$1.68M Buy
21,724
+1,018
+5% +$69.6K 0.81% 40
2023
Q3 		$1.32M Buy
+20,706
New +$1.38M 0.73% 43

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 $484B AUM 34.9% 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 $846B AUM 46.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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 $153B AUM 38.14% 1-Year Est. Return

Leeward Financial Partners's IR Position: Q4 2024 in Review

Leeward Financial Partners sold out of Ingersoll Rand (IR) in Q4 2024, closing a stake of 2,440 shares — an estimated $240K sold.

Leeward Financial Partners first reported a position in IR in Q3 2023 and held it in 5 quarters. The position peaked at $1.93M in Q1 2024. 929 funds tracked by Wall St. Rank hold IR as of Q4 2024.

  • Leeward Financial Partners reported no remaining Ingersoll Rand position as of Q4 2024 after selling out during the quarter.
  • Leeward Financial Partners sold 2,440 Ingersoll Rand shares in Q4 2024, an estimated $240K.
  • Leeward Financial Partners first reported a position in Ingersoll Rand in Q3 2023 and held it in 5 quarters.
  • Leeward Financial Partners's Ingersoll Rand position peaked at $1.93M in Q1 2024.
  • 929 funds tracked by Wall St. Rank held Ingersoll Rand as of Q4 2024.

Based on Leeward Financial Partners's 13F filing for Q4 2024, filed 13 Feb 2025.