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Long Island Wealth Management’s Ingersoll Rand IR Stock Holding History

Long Island Wealth 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
Q1 		– Sell
-37
Closed -$3K – 229
2023
Q4 		$3K Buy
+37
New +$2.53K ﹤0.01% 313

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Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Long Island Wealth Management's IR Position: Q1 2024 in Review

Long Island Wealth Management sold out of Ingersoll Rand (IR) in Q1 2024, closing a stake of 37 shares — an estimated $3K sold.

Long Island Wealth Management first reported a position in IR in Q4 2023 and held it in 1 quarter. The position peaked at $3K in Q4 2023. 848 funds tracked by Wall St. Rank hold IR as of Q1 2024.

  • Long Island Wealth Management reported no remaining Ingersoll Rand position as of Q1 2024 after selling out during the quarter.
  • Long Island Wealth Management sold 37 Ingersoll Rand shares in Q1 2024, an estimated $3K.
  • Long Island Wealth Management first reported a position in Ingersoll Rand in Q4 2023 and held it in 1 quarter.
  • Long Island Wealth Management's Ingersoll Rand position peaked at $3K in Q4 2023.
  • 848 funds tracked by Wall St. Rank held Ingersoll Rand as of Q1 2024.

Based on Long Island Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.