The Family Firm’s Ingersoll Rand IR Stock Holding History

The Family Firm’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	-86	Closed	-$7.84K	–	520
2024 Q2	$7.84K	Buy	+86	New	+$7.91K	﹤0.01%	705

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

The Family Firm's IR Position: Q3 2024 in Review

The Family Firm sold out of Ingersoll Rand (IR) in Q3 2024, closing a stake of 86 shares — an estimated $7.84K sold.

The Family Firm first reported a position in IR in Q2 2024 and held it in 1 quarter. The position peaked at $7.84K in Q2 2024. 866 funds tracked by Wall St. Rank hold IR as of Q3 2024.

The Family Firm reported no remaining Ingersoll Rand position as of Q3 2024 after selling out during the quarter.
The Family Firm sold 86 Ingersoll Rand shares in Q3 2024, an estimated $7.84K.
The Family Firm first reported a position in Ingersoll Rand in Q2 2024 and held it in 1 quarter.
The Family Firm's Ingersoll Rand position peaked at $7.84K in Q2 2024.
866 funds tracked by Wall St. Rank held Ingersoll Rand as of Q3 2024.

Based on The Family Firm's 13F filing for Q3 2024, filed 17 Oct 2024.