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SteelPeak Wealth’s Ingersoll Rand IR Stock Holding History

SteelPeak Wealth’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
Q1 		– Sell
-5,830
Closed -$305K – 420
2022
Q4 		$305K Hold
5,830
– – 0.02% 307
2022
Q3 		$252K Sell
5,830
-49
-0.8% -$2.31K 0.02% 342
2022
Q2 		$247K Buy
+5,879
New +$268K 0.02% 347

Other funds holding IR

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
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 Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

SteelPeak Wealth's IR Position: Q1 2023 in Review

SteelPeak Wealth sold out of Ingersoll Rand (IR) in Q1 2023, closing a stake of 5,830 shares — an estimated $305K sold.

SteelPeak Wealth first reported a position in IR in Q2 2022 and held it in 3 quarters. The position peaked at $305K in Q4 2022. 682 funds tracked by Wall St. Rank hold IR as of Q1 2023.

  • SteelPeak Wealth reported no remaining Ingersoll Rand position as of Q1 2023 after selling out during the quarter.
  • SteelPeak Wealth sold 5,830 Ingersoll Rand shares in Q1 2023, an estimated $305K.
  • SteelPeak Wealth first reported a position in Ingersoll Rand in Q2 2022 and held it in 3 quarters.
  • SteelPeak Wealth's Ingersoll Rand position peaked at $305K in Q4 2022.
  • 682 funds tracked by Wall St. Rank held Ingersoll Rand as of Q1 2023.

Based on SteelPeak Wealth's 13F filing for Q1 2023, filed 8 May 2023.