Symmetry Partners’s Ingersoll Rand IR Stock Holding History

Symmetry Partners’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 Q3	–	Sell	-11,691	Closed	-$1.06M	–	294
2024 Q2	$1.06M	Sell	11,691 -4,447	-28%	-$409K	0.05%	153
2024 Q1	$1.53M	Hold	16,138	–	–	0.12%	119
2023 Q4	$1.25M	Sell	16,138 -2,858	-15%	-$195K	0.07%	136
2023 Q3	$1.21M	Sell	18,996 -427	-2%	-$28.4K	0.07%	151
2023 Q2	$1.27M	Buy	19,423 +3,855	+25%	+$228K	0.07%	157
2023 Q1	$906K	Hold	15,568	–	–	0.05%	199
2022 Q4	$813K	Hold	15,568	–	–	0.05%	212
2022 Q3	$673K	Hold	15,568	–	–	0.05%	237
2022 Q2	$655K	Hold	15,568	–	–	0.04%	248
2022 Q1	$784K	Hold	15,568	–	–	0.05%	246
2021 Q4	$963K	Hold	15,568	–	–	0.06%	219
2021 Q3	$797K	Hold	15,568	–	–	0.05%	277
2021 Q2	$760K	Hold	15,568	–	–	0.05%	298
2021 Q1	$766K	Hold	15,568	–	–	0.06%	267
2020 Q4	$709K	Hold	15,568	–	–	0.06%	268
2020 Q3	$554K	Buy	15,568 +7,688	+98%	+$257K	0.05%	291
2020 Q2	$222K	Sell	7,880 -8,892	-53%	-$251K	0.03%	278
2020 Q1	$416K	Buy	16,772 +7,788	+87%	+$247K	0.09%	141
2019 Q4	$330K	Sell	8,984 -837	-9%	-$27.5K	0.07%	236
2019 Q3	$278K	Buy	+9,821	New	+$304K	0.06%	260

Other funds holding IR

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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

Symmetry Partners's IR Position: Q3 2024 in Review

Symmetry Partners sold out of Ingersoll Rand (IR) in Q3 2024, closing a stake of 11,691 shares — an estimated $1.06M sold.

Symmetry Partners first reported a position in IR in Q3 2019 and held it in 20 quarters. The position peaked at $1.53M in Q1 2024. 866 funds tracked by Wall St. Rank hold IR as of Q3 2024.

Symmetry Partners reported no remaining Ingersoll Rand position as of Q3 2024 after selling out during the quarter.
Symmetry Partners sold 11,691 Ingersoll Rand shares in Q3 2024, an estimated $1.06M.
Symmetry Partners first reported a position in Ingersoll Rand in Q3 2019 and held it in 20 quarters.
Symmetry Partners's Ingersoll Rand position peaked at $1.53M in Q1 2024.
866 funds tracked by Wall St. Rank held Ingersoll Rand as of Q3 2024.

Based on Symmetry Partners's 13F filing for Q3 2024, filed 29 Oct 2024.