Orion Capital Management’s Ingersoll Rand IR Stock Holding History

Orion Capital 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
2025 Q1	–	Sell	-120	Closed	-$10.9K	–	485
2024 Q4	$10.9K	Buy	+120	New	+$11.9K	﹤0.01%	354
2024 Q3	–	Sell	-151	Closed	-$13.7K	–	287
2024 Q2	$13.7K	Hold	151	–	–	0.01%	340
2024 Q1	$14.3K	Hold	151	–	–	0.01%	359
2023 Q4	$11.7K	Hold	151	–	–	0.01%	378
2023 Q3	$9.62K	Buy	+151	New	+$10K	0.01%	384
2023 Q2	–	Sell	-151	Closed	-$8.79K	–	293
2023 Q1	$8.79K	Hold	151	–	–	0.01%	377
2022 Q4	$7.89K	Hold	151	–	–	0.01%	323
2022 Q3	$7K	Hold	151	–	–	0.01%	340
2022 Q2	$6K	Hold	151	–	–	﹤0.01%	355
2022 Q1	$8K	Hold	151	–	–	﹤0.01%	342
2021 Q4	$9K	Hold	151	–	–	0.01%	314
2021 Q3	$8K	Buy	+151	New	+$7.68K	﹤0.01%	309

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

Orion Capital Management's IR Position: Q1 2025 in Review

Orion Capital Management sold out of Ingersoll Rand (IR) in Q1 2025, closing a stake of 120 shares — an estimated $10.9K sold.

Orion Capital Management first reported a position in IR in Q3 2021 and held it in 12 quarters. The position peaked at $14.3K in Q1 2024. 861 funds tracked by Wall St. Rank hold IR as of Q1 2025.

Orion Capital Management reported no remaining Ingersoll Rand position as of Q1 2025 after selling out during the quarter.
Orion Capital Management sold 120 Ingersoll Rand shares in Q1 2025, an estimated $10.9K.
Orion Capital Management first reported a position in Ingersoll Rand in Q3 2021 and held it in 12 quarters.
Orion Capital Management's Ingersoll Rand position peaked at $14.3K in Q1 2024.
861 funds tracked by Wall St. Rank held Ingersoll Rand as of Q1 2025.

Based on Orion Capital Management's 13F filing for Q1 2025, filed 14 May 2025.