Neville Rodie & Shaw’s Ingersoll Rand IR Stock Holding History

Neville Rodie & Shaw’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 Q1	–	Sell	-3,157	Closed	-$286K	–	253
2024 Q4	$286K	Hold	3,157	–	–	0.02%	225
2024 Q3	$310K	Hold	3,157	–	–	0.02%	215
2024 Q2	$287K	Sell	3,157 -90	-3%	-$8.27K	0.02%	215
2024 Q1	$308K	Hold	3,247	–	–	0.02%	216
2023 Q4	$251K	Sell	3,247 -352	-10%	-$24.1K	0.02%	224
2023 Q3	$229K	Hold	3,599	–	–	0.02%	231
2023 Q2	$235K	Hold	3,599	–	–	0.02%	231
2023 Q1	$209K	Buy	+3,599	New	+$203K	0.02%	233
2022 Q1	–	Sell	-3,599	Closed	-$223K	–	263
2021 Q4	$223K	Buy	+3,599	New	+$205K	0.02%	252

Other funds holding IR

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

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

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

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Neville Rodie & Shaw's IR Position: Q1 2025 in Review

Neville Rodie & Shaw sold out of Ingersoll Rand (IR) in Q1 2025, closing a stake of 3,157 shares — an estimated $286K sold.

Neville Rodie & Shaw first reported a position in IR in Q4 2021 and held it in 9 quarters. The position peaked at $310K in Q3 2024. 861 funds tracked by Wall St. Rank hold IR as of Q1 2025.

Neville Rodie & Shaw reported no remaining Ingersoll Rand position as of Q1 2025 after selling out during the quarter.
Neville Rodie & Shaw sold 3,157 Ingersoll Rand shares in Q1 2025, an estimated $286K.
Neville Rodie & Shaw first reported a position in Ingersoll Rand in Q4 2021 and held it in 9 quarters.
Neville Rodie & Shaw's Ingersoll Rand position peaked at $310K in Q3 2024.
861 funds tracked by Wall St. Rank held Ingersoll Rand as of Q1 2025.

Based on Neville Rodie & Shaw's 13F filing for Q1 2025, filed 1 Apr 2025.