Moody National Bank Trust Division’s Ingersoll Rand IR Stock Holding History

Moody National Bank Trust Division’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
2023 Q4	–	Sell	-4,287	Closed	-$273K	–	578
2023 Q3	$273K	Hold	4,287	–	–	0.02%	522
2023 Q2	$280K	Hold	4,287	–	–	0.02%	526
2023 Q1	$249K	Hold	4,287	–	–	0.02%	548
2022 Q4	$224K	Buy	+4,287	New	+$219K	0.02%	550

Other funds holding IR

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

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

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

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

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Moody National Bank Trust Division's IR Position: Q4 2023 in Review

Moody National Bank Trust Division sold out of Ingersoll Rand (IR) in Q4 2023, closing a stake of 4,287 shares — an estimated $273K sold.

Moody National Bank Trust Division first reported a position in IR in Q4 2022 and held it in 4 quarters. The position peaked at $280K in Q2 2023. 785 funds tracked by Wall St. Rank hold IR as of Q4 2023.

Moody National Bank Trust Division reported no remaining Ingersoll Rand position as of Q4 2023 after selling out during the quarter.
Moody National Bank Trust Division sold 4,287 Ingersoll Rand shares in Q4 2023, an estimated $273K.
Moody National Bank Trust Division first reported a position in Ingersoll Rand in Q4 2022 and held it in 4 quarters.
Moody National Bank Trust Division's Ingersoll Rand position peaked at $280K in Q2 2023.
785 funds tracked by Wall St. Rank held Ingersoll Rand as of Q4 2023.

Based on Moody National Bank Trust Division's 13F filing for Q4 2023, filed 11 Jan 2024.