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Westend Capital Management’s Ingersoll Rand IR Stock Holding History

Westend Capital Management’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
Q2 		– Sell
-12
Closed -$1.14K – 278
2024
Q1 		$1.14K Buy
+12
New +$1.03K ﹤0.01% 268

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T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Westend Capital Management's IR Position: Q2 2024 in Review

Westend Capital Management sold out of Ingersoll Rand (IR) in Q2 2024, closing a stake of 12 shares — an estimated $1.14K sold.

Westend Capital Management first reported a position in IR in Q1 2024 and held it in 1 quarter. The position peaked at $1.14K in Q1 2024. 850 funds tracked by Wall St. Rank hold IR as of Q2 2024.

  • Westend Capital Management reported no remaining Ingersoll Rand position as of Q2 2024 after selling out during the quarter.
  • Westend Capital Management sold 12 Ingersoll Rand shares in Q2 2024, an estimated $1.14K.
  • Westend Capital Management first reported a position in Ingersoll Rand in Q1 2024 and held it in 1 quarter.
  • Westend Capital Management's Ingersoll Rand position peaked at $1.14K in Q1 2024.
  • 850 funds tracked by Wall St. Rank held Ingersoll Rand as of Q2 2024.

Based on Westend Capital Management's 13F filing for Q2 2024, filed 8 Jul 2024.