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New Century Financial Group’s Ingersoll Rand IR Stock Holding History

New Century Financial Group’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
-2,167
Closed -$213K – 310
2024
Q3 		$213K Sell
2,167
-39
-2% -$3.63K 0.08% 297
2024
Q2 		$200K Buy
+2,206
New +$203K 0.09% 275

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

New Century Financial Group's IR Position: Q4 2024 in Review

New Century Financial Group sold out of Ingersoll Rand (IR) in Q4 2024, closing a stake of 2,167 shares — an estimated $213K sold.

New Century Financial Group first reported a position in IR in Q2 2024 and held it in 2 quarters. The position peaked at $213K in Q3 2024. 928 funds tracked by Wall St. Rank hold IR as of Q4 2024.

  • New Century Financial Group reported no remaining Ingersoll Rand position as of Q4 2024 after selling out during the quarter.
  • New Century Financial Group sold 2,167 Ingersoll Rand shares in Q4 2024, an estimated $213K.
  • New Century Financial Group first reported a position in Ingersoll Rand in Q2 2024 and held it in 2 quarters.
  • New Century Financial Group's Ingersoll Rand position peaked at $213K in Q3 2024.
  • 928 funds tracked by Wall St. Rank held Ingersoll Rand as of Q4 2024.

Based on New Century Financial Group's 13F filing for Q4 2024, filed 17 Jan 2025.