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Mitchell McLeod Pugh & Williams’s Ingersoll Rand IR Stock Holding History

Mitchell McLeod Pugh & Williams’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
-2,699
Closed -$265K – 271
2024
Q3 		$265K Hold
2,699
– – 0.06% 236
2024
Q2 		$245K Sell
2,699
-41
-1% -$3.77K 0.06% 232
2024
Q1 		$260K Hold
2,740
– – 0.06% 228
2023
Q4 		$212K Buy
+2,740
New +$187K 0.06% 243

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 $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Mitchell McLeod Pugh & Williams's IR Position: Q4 2024 in Review

Mitchell McLeod Pugh & Williams sold out of Ingersoll Rand (IR) in Q4 2024, closing a stake of 2,699 shares — an estimated $265K sold.

Mitchell McLeod Pugh & Williams first reported a position in IR in Q4 2023 and held it in 4 quarters. The position peaked at $265K in Q3 2024. 928 funds tracked by Wall St. Rank hold IR as of Q4 2024.

  • Mitchell McLeod Pugh & Williams reported no remaining Ingersoll Rand position as of Q4 2024 after selling out during the quarter.
  • Mitchell McLeod Pugh & Williams sold 2,699 Ingersoll Rand shares in Q4 2024, an estimated $265K.
  • Mitchell McLeod Pugh & Williams first reported a position in Ingersoll Rand in Q4 2023 and held it in 4 quarters.
  • Mitchell McLeod Pugh & Williams's Ingersoll Rand position peaked at $265K in Q3 2024.
  • 928 funds tracked by Wall St. Rank held Ingersoll Rand as of Q4 2024.

Based on Mitchell McLeod Pugh & Williams's 13F filing for Q4 2024, filed 16 Jan 2025.