LifePro Asset Management’s Ingersoll Rand IR Stock Holding History

LifePro Asset Management’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 Q3	$488K	Sell	4,971 -2,162	-30%	-$201K	0.3%	80
2024 Q2	$648K	Sell	7,133 -202	-3%	-$18.6K	0.46%	56
2024 Q1	$696K	Sell	7,335 -5,192	-41%	-$444K	0.46%	52
2023 Q4	$969K	Buy	12,527 +321	+3%	+$21.9K	0.75%	41
2023 Q3	$778K	Buy	12,206 +192	+2%	+$12.8K	0.64%	40
2023 Q2	$785K	Buy	+12,014	New	+$710K	0.61%	43

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LifePro Asset Management's IR Position: Q3 2024 in Review

LifePro Asset Management reduced its Ingersoll Rand (IR) stake by 30% in Q3 2024, selling an estimated $201K and leaving 4,971 shares worth $488K. The position accounts for 0.3% of the portfolio, ranked #80.

LifePro Asset Management first reported a position in IR in Q2 2023 and has held it in 6 quarters since. The position peaked at $969K in Q4 2023. 866 funds tracked by Wall St. Rank hold IR as of Q3 2024.

LifePro Asset Management held 4,971 shares of Ingersoll Rand worth $488K as of Q3 2024.
LifePro Asset Management sold 2,162 Ingersoll Rand shares in Q3 2024, an estimated $201K.
Ingersoll Rand made up 0.3% of LifePro Asset Management's portfolio in Q3 2024, its #80 holding.
LifePro Asset Management first reported a position in Ingersoll Rand in Q2 2023 and has held it in 6 quarters since.
LifePro Asset Management's Ingersoll Rand position peaked at $969K in Q4 2023.
866 funds tracked by Wall St. Rank held Ingersoll Rand as of Q3 2024.

Based on LifePro Asset Management's 13F filing for Q3 2024, filed 9 Oct 2024.