USA Financial Formulas’s Ingersoll Rand IR Stock Holding History

USA Financial Formulas’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 Q1	–	Sell	-90	Closed	-$6.96K	–	366
2023 Q4	$6.96K	Sell	90 -3,941	-98%	-$269K	﹤0.01%	256
2023 Q3	$257K	Buy	4,031 +1,221	+43%	+$81.2K	0.38%	68
2023 Q2	$184K	Buy	2,810 +2,802	+35,025%	+$166K	0.28%	65
2023 Q1	$465	Buy	+8	New	+$451	﹤0.01%	371
2022 Q3	$0	Hold	8	–	–	﹤0.01%	356
2022 Q2	$0	Hold	8	–	–	﹤0.01%	384
2022 Q1	$0	Buy	8 +7	+700%	+$375	﹤0.01%	421
2021 Q4	$0	Hold	1	–	–	﹤0.01%	436
2021 Q3	$0	Hold	1	–	–	﹤0.01%	442
2021 Q2	$0	Hold	1	–	–	﹤0.01%	406
2021 Q1	$0	Sell	1 -5	-83%	-$231	﹤0.01%	383
2020 Q4	$0	Hold	6	–	–	﹤0.01%	373
2020 Q3	$0	Hold	6	–	–	﹤0.01%	344
2020 Q2	$0	Hold	6	–	–	﹤0.01%	280
2020 Q1	$0	Buy	+6	New	+$191	﹤0.01%	265

Other funds holding IR

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

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

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

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

USA Financial Formulas's IR Position: Q1 2024 in Review

USA Financial Formulas sold out of Ingersoll Rand (IR) in Q1 2024, closing a stake of 90 shares — an estimated $6.96K sold.

USA Financial Formulas first reported a position in IR in Q1 2020 and held it in 15 quarters. The position peaked at $257K in Q3 2023. 848 funds tracked by Wall St. Rank hold IR as of Q1 2024.

USA Financial Formulas reported no remaining Ingersoll Rand position as of Q1 2024 after selling out during the quarter.
USA Financial Formulas sold 90 Ingersoll Rand shares in Q1 2024, an estimated $6.96K.
USA Financial Formulas first reported a position in Ingersoll Rand in Q1 2020 and held it in 15 quarters.
USA Financial Formulas's Ingersoll Rand position peaked at $257K in Q3 2023.
848 funds tracked by Wall St. Rank held Ingersoll Rand as of Q1 2024.

Based on USA Financial Formulas's 13F filing for Q1 2024, filed 30 Apr 2024.