UBS O'Connor’s Ingersoll Rand IR Stock Holding History

UBS O'Connor’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
2025 Q3	–	Sell	-116,100	Closed	-$9.66M	–	369
2025 Q2	$9.66M	Buy	116,100 +101,100	+674%	+$7.97M	0.26%	43
2025 Q1	$1.2M	Buy	+15,000	New	+$1.31M	0.03%	169
2024 Q3	–	Sell	-93,000	Closed	-$8.45M	–	554
2024 Q2	$8.45M	Sell	93,000 -38,218	-29%	-$3.51M	0.24%	58
2024 Q1	$12.5M	Sell	131,218 -1,300	-1%	-$111K	0.36%	48
2023 Q4	$10.2M	Sell	132,518 -90,300	-41%	-$6.17M	0.32%	36
2023 Q3	$14.2M	Buy	222,818 +35,800	+19%	+$2.38M	0.25%	34
2023 Q2	$12.2M	Buy	+187,018	New	+$11.1M	0.26%	55
2023 Q1	–	Sell	-142,204	Closed	-$7.43M	–	669
2022 Q4	$7.43M	Buy	+142,204	New	+$7.26M	0.14%	92
2019 Q1	–	Sell	-107,746	Closed	-$2.2M	–	255
2018 Q4	$2.2M	Buy	+107,746	New	+$2.64M	0.08%	127

Other funds holding IR

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS O'Connor's IR Position: Q3 2025 in Review

UBS O'Connor sold out of Ingersoll Rand (IR) in Q3 2025, closing a stake of 116,100 shares — an estimated $9.66M sold.

UBS O'Connor first reported a position in IR in Q4 2018 and held it in 9 quarters. The position peaked at $14.2M in Q3 2023. 881 funds tracked by Wall St. Rank hold IR as of Q3 2025.

UBS O'Connor reported no remaining Ingersoll Rand position as of Q3 2025 after selling out during the quarter.
UBS O'Connor sold 116,100 Ingersoll Rand shares in Q3 2025, an estimated $9.66M.
UBS O'Connor first reported a position in Ingersoll Rand in Q4 2018 and held it in 9 quarters.
UBS O'Connor's Ingersoll Rand position peaked at $14.2M in Q3 2023.
881 funds tracked by Wall St. Rank held Ingersoll Rand as of Q3 2025.

Based on UBS O'Connor's 13F filing for Q3 2025, filed 14 Nov 2025.