Lion Street Advisors’s Ingersoll Rand IR Stock Holding History

Lion Street Advisors’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 Q3	$305K	Sell	5,672 -85	-1%	-$6.97K	0.11%	161
2025 Q2	$479K	Sell	5,757 -470	-8%	-$37K	0.15%	151
2025 Q1	$498K	Buy	6,227 +1,898	+44%	+$165K	0.16%	142
2024 Q4	$392K	Sell	4,329 -300	-6%	-$29.9K	0.12%	166
2024 Q3	$454K	Hold	4,629	–	–	0.16%	143
2024 Q2	$420K	Sell	4,629 -223	-5%	-$20.5K	0.16%	144
2024 Q1	$375K	Hold	4,852	–	–	0.15%	144
2023 Q4	$375K	Sell	4,852 -38	-0.8%	-$2.6K	0.15%	144
2023 Q3	$312K	Sell	4,890 -782	-14%	-$52K	0.1%	173
2023 Q2	$305K	Buy	5,672 +787	+16%	+$46.5K	0.1%	169
2023 Q1	$284K	Buy	+4,885	New	+$275K	0.09%	188

Other funds holding IR

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 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

Lion Street Advisors's IR Position: Q3 2025 in Review

Lion Street Advisors reduced its Ingersoll Rand (IR) stake by 1.5% in Q3 2025, selling an estimated $6.97K and leaving 5,672 shares worth $305K. The position accounts for 0.11% of the portfolio, ranked #161.

Lion Street Advisors first reported a position in IR in Q1 2023 and has held it in 11 quarters since. The position peaked at $498K in Q1 2025. 880 funds tracked by Wall St. Rank hold IR as of Q3 2025.

Lion Street Advisors held 5,672 shares of Ingersoll Rand worth $305K as of Q3 2025.
Lion Street Advisors sold 85 Ingersoll Rand shares in Q3 2025, an estimated $6.97K.
Ingersoll Rand made up 0.11% of Lion Street Advisors's portfolio in Q3 2025, its #161 holding.
Lion Street Advisors first reported a position in Ingersoll Rand in Q1 2023 and has held it in 11 quarters since.
Lion Street Advisors's Ingersoll Rand position peaked at $498K in Q1 2025.
880 funds tracked by Wall St. Rank held Ingersoll Rand as of Q3 2025.

Based on Lion Street Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.