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Naples Money Management’s Ingersoll Rand IR Stock Holding History

Naples Money 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 		$1.45M Sell
14,800
-100
-0.7% -$9.29K 1.23% 27
2024
Q2 		$1.33M Buy
14,900
+14,850
+29,700% +$1.37M 1.14% 27
2024
Q1 		$4.75K Buy
+50
New +$4.28K ﹤0.01% 247

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 $6.73T AUM 46.02% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Naples Money Management's IR Position: Q3 2024 in Review

Naples Money Management reduced its Ingersoll Rand (IR) stake by 0.67% in Q3 2024, selling an estimated $9.29K and leaving 14,800 shares worth $1.45M. The position accounts for 1.23% of the portfolio, ranked #27.

Naples Money Management first reported a position in IR in Q1 2024 and has held it in 3 quarters since. 867 funds tracked by Wall St. Rank hold IR as of Q3 2024.

  • Naples Money Management held 14,800 shares of Ingersoll Rand worth $1.45M as of Q3 2024.
  • Naples Money Management sold 100 Ingersoll Rand shares in Q3 2024, an estimated $9.29K.
  • Ingersoll Rand made up 1.23% of Naples Money Management's portfolio in Q3 2024, its #27 holding.
  • Naples Money Management first reported a position in Ingersoll Rand in Q1 2024 and has held it in 3 quarters since.
  • 867 funds tracked by Wall St. Rank held Ingersoll Rand as of Q3 2024.

Based on Naples Money Management's 13F filing for Q3 2024, filed 12 Nov 2024.