Safeguard Financial’s Ingersoll Rand IR Stock Holding History

Safeguard Financial’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
2023 Q3	–	Sell	-441	Closed	-$28K	–	301
2023 Q2	$28K	Buy	+441	New	+$26.1K	0.01%	221

Other funds holding IR

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

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

BlackRock New York $5.72T AUM 30.48% 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

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

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Safeguard Financial's IR Position: Q3 2023 in Review

Safeguard Financial sold out of Ingersoll Rand (IR) in Q3 2023, closing a stake of 441 shares — an estimated $28K sold.

Safeguard Financial first reported a position in IR in Q2 2023 and held it in 1 quarter. The position peaked at $28K in Q2 2023. 728 funds tracked by Wall St. Rank hold IR as of Q3 2023.

Safeguard Financial reported no remaining Ingersoll Rand position as of Q3 2023 after selling out during the quarter.
Safeguard Financial sold 441 Ingersoll Rand shares in Q3 2023, an estimated $28K.
Safeguard Financial first reported a position in Ingersoll Rand in Q2 2023 and held it in 1 quarter.
Safeguard Financial's Ingersoll Rand position peaked at $28K in Q2 2023.
728 funds tracked by Wall St. Rank held Ingersoll Rand as of Q3 2023.

Based on Safeguard Financial's 13F filing for Q3 2023, filed 30 Oct 2023.