VIA
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Virtus Investment Advisers’s Ingersoll Rand IR Stock Holding History

Virtus Investment Advisers’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
Q4 		– Sell
-4,251
Closed -$271K – 371
2023
Q3 		$271K Hold
4,251
– – 0.18% 136
2023
Q2 		$278K Hold
4,251
– – 0.19% 146
2023
Q1 		$247K Buy
+4,251
New +$240K 0.17% 158

Other funds holding IR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Virtus Investment Advisers's IR Position: Q4 2023 in Review

Virtus Investment Advisers sold out of Ingersoll Rand (IR) in Q4 2023, closing a stake of 4,251 shares — an estimated $271K sold.

Virtus Investment Advisers first reported a position in IR in Q1 2023 and held it in 3 quarters. The position peaked at $278K in Q2 2023. 784 funds tracked by Wall St. Rank hold IR as of Q4 2023.

  • Virtus Investment Advisers reported no remaining Ingersoll Rand position as of Q4 2023 after selling out during the quarter.
  • Virtus Investment Advisers sold 4,251 Ingersoll Rand shares in Q4 2023, an estimated $271K.
  • Virtus Investment Advisers first reported a position in Ingersoll Rand in Q1 2023 and held it in 3 quarters.
  • Virtus Investment Advisers's Ingersoll Rand position peaked at $278K in Q2 2023.
  • 784 funds tracked by Wall St. Rank held Ingersoll Rand as of Q4 2023.

Based on Virtus Investment Advisers's 13F filing for Q4 2023, filed 15 Feb 2024.