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West Family Investments’s Ingersoll Rand IR Stock Holding History

West Family Investments’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
Q1 		– Sell
-2,362
Closed -$214K – 298
2024
Q4 		$214K Hold
2,362
– – 0.07% 254
2024
Q3 		$232K Buy
2,362
+18
+0.8% +$1.67K 0.08% 250
2024
Q2 		$213K Hold
2,344
– – 0.06% 226
2024
Q1 		$223K Buy
+2,344
New +$200K 0.07% 234

Other funds holding IR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

West Family Investments's IR Position: Q1 2025 in Review

West Family Investments sold out of Ingersoll Rand (IR) in Q1 2025, closing a stake of 2,362 shares — an estimated $214K sold.

West Family Investments first reported a position in IR in Q1 2024 and held it in 4 quarters. The position peaked at $232K in Q3 2024. 862 funds tracked by Wall St. Rank hold IR as of Q1 2025.

  • West Family Investments reported no remaining Ingersoll Rand position as of Q1 2025 after selling out during the quarter.
  • West Family Investments sold 2,362 Ingersoll Rand shares in Q1 2025, an estimated $214K.
  • West Family Investments first reported a position in Ingersoll Rand in Q1 2024 and held it in 4 quarters.
  • West Family Investments's Ingersoll Rand position peaked at $232K in Q3 2024.
  • 862 funds tracked by Wall St. Rank held Ingersoll Rand as of Q1 2025.

Based on West Family Investments's 13F filing for Q1 2025, filed 2 May 2025.