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Steward Financial Group’s Ingersoll Rand IR Stock Holding History

Steward Financial 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
2023
Q3 		$10K Buy
161
+1
+0.6% +$67 ﹤0.01% 379
2023
Q2 		$10K Sell
160
-3
-2% -$177 ﹤0.01% 375
2023
Q1 		$9K Buy
163
+68
+72% +$3.83K ﹤0.01% 209
2022
Q4 		$4K Buy
+95
New +$4.85K ﹤0.01% 223
2022
Q3 		– Sell
-109
Closed -$4K – 681
2022
Q2 		$4K Buy
109
+51
+88% +$2.32K ﹤0.01% 390
2022
Q1 		$2K Buy
+58
New +$3.11K ﹤0.01% 282

Other funds holding IR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Steward Financial Group's IR Position: Q3 2023 in Review

Steward Financial Group increased its Ingersoll Rand (IR) stake by 0.63% in Q3 2023, buying an estimated $67 and bringing the position to 161 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #379.

Steward Financial Group first reported a position in IR in Q1 2022 and has held it in 6 quarters since. 728 funds tracked by Wall St. Rank hold IR as of Q3 2023.

  • Steward Financial Group held 161 shares of Ingersoll Rand worth $10K as of Q3 2023.
  • Steward Financial Group bought 1 Ingersoll Rand share in Q3 2023, an estimated $67.
  • Ingersoll Rand made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #379 holding.
  • Steward Financial Group first reported a position in Ingersoll Rand in Q1 2022 and has held it in 6 quarters since.
  • 728 funds tracked by Wall St. Rank held Ingersoll Rand as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.