Retirement Group’s Ingersoll Rand IR Stock Holding History

Retirement 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 Q1	$234K	Sell	5,908 -325	-5%	-$27.8K	0.08%	101
2023 Q4	$234K	Hold	6,233	–	–	0.09%	93
2023 Q3	$210K	Hold	6,233	–	–	0.09%	99
2023 Q2	$222K	Buy	6,233 +5,400	+648%	+$319K	0.09%	90
2023 Q1	$29K	Buy	833 +330	+66%	+$18.6K	0.01%	253
2022 Q4	$16K	Hold	503	–	–	0.01%	302
2022 Q3	$14K	Hold	503	–	–	0.01%	218
2022 Q2	$16K	Sell	503 -650	-56%	-$29.6K	0.01%	363
2022 Q1	$43K	Sell	1,153 -245	-18%	-$13.1K	0.02%	243
2021 Q4	$55K	Buy	1,398 +300	+27%	+$17.1K	0.02%	219
2021 Q3	$42K	Buy	+1,098	New	+$55.9K	0.02%	237
2021 Q1	–	Sell	-15	Closed	–	–	761
2020 Q4	$0	Buy	+15	New	+$621	﹤0.01%	691
2020 Q3	–	Sell	-44	Closed	-$1K	–	688
2020 Q2	$1K	Buy	+44	New	+$1.24K	﹤0.01%	598

Other funds holding IR

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

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

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

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

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

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

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

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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Retirement Group's IR Position: Q1 2024 in Review

Retirement Group reduced its Ingersoll Rand (IR) stake by 5.2% in Q1 2024, selling an estimated $27.8K and leaving 5,908 shares worth $234K. The position accounts for 0.08% of the portfolio, ranked #101.

Retirement Group first reported a position in IR in Q2 2020 and has held it in 13 quarters since. 848 funds tracked by Wall St. Rank hold IR as of Q1 2024.

Retirement Group held 5,908 shares of Ingersoll Rand worth $234K as of Q1 2024.
Retirement Group sold 325 Ingersoll Rand shares in Q1 2024, an estimated $27.8K.
Ingersoll Rand made up 0.08% of Retirement Group's portfolio in Q1 2024, its #101 holding.
Retirement Group first reported a position in Ingersoll Rand in Q2 2020 and has held it in 13 quarters since.
848 funds tracked by Wall St. Rank held Ingersoll Rand as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.