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Simplicity Solutions’s Ingersoll Rand IR Stock Holding History

Simplicity Solutions’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
Q4 		$459K Buy
5,940
+807
+16% +$55.2K 0.01% 694
2023
Q3 		$327K Sell
5,133
-673
-12% -$44.8K 0.01% 738
2023
Q2 		$379K Buy
5,806
+124
+2% +$7.33K 0.01% 750
2023
Q1 		$331K Buy
+5,682
New +$320K 0.01% 818

Other funds holding IR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Simplicity Solutions's IR Position: Q4 2023 in Review

Simplicity Solutions increased its Ingersoll Rand (IR) stake by 16% in Q4 2023, buying an estimated $55.2K and bringing the position to 5,940 shares worth $459K. The position accounts for 0.01% of the portfolio, ranked #694.

Simplicity Solutions first reported a position in IR in Q1 2023 and has held it in 4 quarters since. 784 funds tracked by Wall St. Rank hold IR as of Q4 2023.

  • Simplicity Solutions held 5,940 shares of Ingersoll Rand worth $459K as of Q4 2023.
  • Simplicity Solutions bought 807 Ingersoll Rand shares in Q4 2023, an estimated $55.2K.
  • Ingersoll Rand made up 0.01% of Simplicity Solutions's portfolio in Q4 2023, its #694 holding.
  • Simplicity Solutions first reported a position in Ingersoll Rand in Q1 2023 and has held it in 4 quarters since.
  • 784 funds tracked by Wall St. Rank held Ingersoll Rand as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.