Rockbridge Investment Management’s Ingersoll Rand IR Stock Holding History

Rockbridge Investment 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
2024 Q1	–	Sell	-54	Closed	-$4.18K	–	367
2023 Q4	$4.18K	Buy	+54	New	+$3.69K	﹤0.01%	483
2022 Q3	–	Sell	-69	Closed	-$2.9K	–	341
2022 Q2	$2.9K	Hold	69	–	–	﹤0.01%	512
2022 Q1	$3.47K	Hold	69	–	–	﹤0.01%	660
2021 Q4	$4K	Hold	69	–	–	﹤0.01%	680
2021 Q3	$3K	Buy	69 +16	+30%	+$814	﹤0.01%	646
2021 Q2	$3K	Hold	53	–	–	﹤0.01%	646
2021 Q1	$3K	Hold	53	–	–	﹤0.01%	624
2020 Q4	$2K	Hold	53	–	–	﹤0.01%	630
2020 Q3	$2K	Hold	53	–	–	﹤0.01%	592
2020 Q2	$1K	Buy	+53	New	+$1.5K	﹤0.01%	592

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

Rockbridge Investment Management's IR Position: Q1 2024 in Review

Rockbridge Investment Management sold out of Ingersoll Rand (IR) in Q1 2024, closing a stake of 54 shares — an estimated $4.18K sold.

Rockbridge Investment Management first reported a position in IR in Q2 2020 and held it in 10 quarters. The position peaked at $4.18K in Q4 2023. 848 funds tracked by Wall St. Rank hold IR as of Q1 2024.

Rockbridge Investment Management reported no remaining Ingersoll Rand position as of Q1 2024 after selling out during the quarter.
Rockbridge Investment Management sold 54 Ingersoll Rand shares in Q1 2024, an estimated $4.18K.
Rockbridge Investment Management first reported a position in Ingersoll Rand in Q2 2020 and held it in 10 quarters.
Rockbridge Investment Management's Ingersoll Rand position peaked at $4.18K in Q4 2023.
848 funds tracked by Wall St. Rank held Ingersoll Rand as of Q1 2024.

Based on Rockbridge Investment Management's 13F filing for Q1 2024, filed 15 May 2024.