Wilen Investment Management’s Ingersoll Rand IR Stock Holding History

Wilen Investment 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
2022 Q3	$351K	Sell	8,162 -88	-1%	-$4.14K	0.36%	35
2022 Q2	$342K	Sell	8,250 -1	-0%	-$46	0.3%	36
2022 Q1	$413K	Sell	8,251 -99	-1%	-$5.3K	0.31%	39
2021 Q4	$509K	Sell	8,350 -440	-5%	-$25.1K	0.39%	36
2021 Q3	$439K	Hold	8,790	–	–	0.36%	39
2021 Q2	$422K	Sell	8,790 -88	-1%	-$4.32K	0.36%	40
2021 Q1	$433K	Sell	8,878 -234	-3%	-$10.8K	0.38%	39
2020 Q4	$410K	Sell	9,112 -686	-7%	-$28.4K	0.41%	39
2020 Q3	$412K	Sell	9,798 -1,063	-10%	-$35.6K	0.45%	39
2020 Q2	$299K	Sell	10,861 -4,181	-28%	-$118K	0.39%	40
2020 Q1	$369K	Buy	+15,042	New	+$478K	0.55%	31

Other funds holding IR

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

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Wilen Investment Management's IR Position: Q3 2022 in Review

Wilen Investment Management reduced its Ingersoll Rand (IR) stake by 1.1% in Q3 2022, selling an estimated $4.14K and leaving 8,162 shares worth $351K. The position accounts for 0.36% of the portfolio, ranked #35.

Wilen Investment Management first reported a position in IR in Q1 2020 and has held it in 11 quarters since. The position peaked at $509K in Q4 2021. 582 funds tracked by Wall St. Rank hold IR as of Q3 2022.

Wilen Investment Management held 8,162 shares of Ingersoll Rand worth $351K as of Q3 2022.
Wilen Investment Management sold 88 Ingersoll Rand shares in Q3 2022, an estimated $4.14K.
Ingersoll Rand made up 0.36% of Wilen Investment Management's portfolio in Q3 2022, its #35 holding.
Wilen Investment Management first reported a position in Ingersoll Rand in Q1 2020 and has held it in 11 quarters since.
Wilen Investment Management's Ingersoll Rand position peaked at $509K in Q4 2021.
582 funds tracked by Wall St. Rank held Ingersoll Rand as of Q3 2022.

Based on Wilen Investment Management's 13F filing for Q3 2022, filed 14 Nov 2022.