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Whitaker-Myers Wealth Managers’s Ingersoll Rand IR Stock Holding History

Whitaker-Myers Wealth Managers’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
Q4 		– Sell
-2,615
Closed -$257K – 131
2024
Q3 		$257K Buy
+2,615
New +$243K 0.09% 91

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Whitaker-Myers Wealth Managers's IR Position: Q4 2024 in Review

Whitaker-Myers Wealth Managers sold out of Ingersoll Rand (IR) in Q4 2024, closing a stake of 2,615 shares — an estimated $257K sold.

Whitaker-Myers Wealth Managers first reported a position in IR in Q3 2024 and held it in 1 quarter. The position peaked at $257K in Q3 2024. 928 funds tracked by Wall St. Rank hold IR as of Q4 2024.

  • Whitaker-Myers Wealth Managers reported no remaining Ingersoll Rand position as of Q4 2024 after selling out during the quarter.
  • Whitaker-Myers Wealth Managers sold 2,615 Ingersoll Rand shares in Q4 2024, an estimated $257K.
  • Whitaker-Myers Wealth Managers first reported a position in Ingersoll Rand in Q3 2024 and held it in 1 quarter.
  • Whitaker-Myers Wealth Managers's Ingersoll Rand position peaked at $257K in Q3 2024.
  • 928 funds tracked by Wall St. Rank held Ingersoll Rand as of Q4 2024.

Based on Whitaker-Myers Wealth Managers's 13F filing for Q4 2024, filed 15 Jan 2025.