Paloma Partners’s Ingersoll Rand IR Stock Holding History

Paloma Partners’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	-2,805	Closed	-$275K	–	666
2024 Q3	$275K	Buy	+2,805	New	+$261K	0.01%	838
2024 Q1	–	Sell	-7,986	Closed	-$618K	–	923
2023 Q4	$618K	Buy	+7,986	New	+$546K	0.02%	504
2023 Q3	–	Sell	-7,695	Closed	-$503K	–	818
2023 Q2	$503K	Buy	+7,695	New	+$455K	0.02%	477
2022 Q2	–	Sell	-20,999	Closed	-$1.06M	–	1402
2022 Q1	$1.06M	Buy	+20,999	New	+$1.12M	0.03%	423
2021 Q4	–	Sell	-40,968	Closed	-$2.06M	–	1993
2021 Q3	$2.06M	Buy	40,968 +29,263	+250%	+$1.49M	0.05%	227
2021 Q2	$571K	Sell	11,705 -25,008	-68%	-$1.23M	0.01%	937
2021 Q1	$1.81M	Buy	36,713 +25,178	+218%	+$1.16M	0.04%	444
2020 Q4	$525K	Buy	11,535 +3,254	+39%	+$135K	0.01%	884
2020 Q3	$295K	Sell	8,281 -191,547	-96%	-$6.41M	0.01%	1488
2020 Q2	$5.62M	Buy	+199,828	New	+$5.64M	0.1%	260
2019 Q1	–	Sell	-17,000	Closed	-$348K	–	1804
2018 Q4	$348K	Buy	+17,000	New	+$417K	0.01%	809
2018 Q2	–	Sell	-7,250	Closed	-$222K	–	1909
2018 Q1	$222K	Buy	+7,250	New	+$242K	﹤0.01%	1762
2017 Q4	–	Sell	-32,581	Closed	-$897K	–	2085
2017 Q3	$897K	Buy	+32,581	New	+$767K	0.01%	1216

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

Paloma Partners's IR Position: Q4 2024 in Review

Paloma Partners sold out of Ingersoll Rand (IR) in Q4 2024, closing a stake of 2,805 shares — an estimated $275K sold.

Paloma Partners first reported a position in IR in Q3 2017 and held it in 13 quarters. The position peaked at $5.62M in Q2 2020. 928 funds tracked by Wall St. Rank hold IR as of Q4 2024.

Paloma Partners reported no remaining Ingersoll Rand position as of Q4 2024 after selling out during the quarter.
Paloma Partners sold 2,805 Ingersoll Rand shares in Q4 2024, an estimated $275K.
Paloma Partners first reported a position in Ingersoll Rand in Q3 2017 and held it in 13 quarters.
Paloma Partners's Ingersoll Rand position peaked at $5.62M in Q2 2020.
928 funds tracked by Wall St. Rank held Ingersoll Rand as of Q4 2024.

Based on Paloma Partners's 13F filing for Q4 2024, filed 14 Feb 2025.