Yorktown Management & Research Company’s Ingersoll Rand IR Stock Holding History

Yorktown Management & Research Company’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
2026 Q1	–	Sell	-9,700	Closed	-$768K	–	230
2025 Q4	$768K	Hold	9,700	–	–	0.61%	36
2025 Q3	$801K	Hold	9,700	–	–	0.64%	35
2025 Q2	$807K	Hold	9,700	–	–	0.77%	20
2025 Q1	$776K	Hold	9,700	–	–	0.84%	18
2024 Q4	$877K	Hold	9,700	–	–	0.84%	16
2024 Q3	$952K	Hold	9,700	–	–	0.98%	8
2024 Q2	$881K	Hold	9,700	–	–	0.95%	12
2024 Q1	$921K	Hold	9,700	–	–	0.88%	13
2023 Q4	$750K	Hold	9,700	–	–	0.78%	23
2023 Q3	$618K	Hold	9,700	–	–	0.7%	31
2023 Q2	$634K	Hold	9,700	–	–	0.68%	38
2023 Q1	$564K	Hold	9,700	–	–	0.61%	47
2022 Q4	$507K	Hold	9,700	–	–	0.62%	46
2022 Q3	$420K	Hold	9,700	–	–	0.54%	70
2022 Q2	$408K	Hold	9,700	–	–	0.53%	76
2022 Q1	$488K	Hold	9,700	–	–	0.41%	100
2021 Q4	$600K	Hold	9,700	–	–	0.41%	87
2021 Q3	$489K	Hold	9,700	–	–	0.37%	106
2021 Q2	$473K	Buy	+9,700	New	+$476K	0.37%	112

Other funds holding IR

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Yorktown Management & Research Company's IR Position: Q1 2026 in Review

Yorktown Management & Research Company sold out of Ingersoll Rand (IR) in Q1 2026, closing a stake of 9,700 shares — an estimated $768K sold.

Yorktown Management & Research Company first reported a position in IR in Q2 2021 and held it in 19 quarters. The position peaked at $952K in Q3 2024. 900 funds tracked by Wall St. Rank hold IR as of Q1 2026.

Yorktown Management & Research Company reported no remaining Ingersoll Rand position as of Q1 2026 after selling out during the quarter.
Yorktown Management & Research Company sold 9,700 Ingersoll Rand shares in Q1 2026, an estimated $768K.
Yorktown Management & Research Company first reported a position in Ingersoll Rand in Q2 2021 and held it in 19 quarters.
Yorktown Management & Research Company's Ingersoll Rand position peaked at $952K in Q3 2024.
900 funds tracked by Wall St. Rank held Ingersoll Rand as of Q1 2026.

Based on Yorktown Management & Research Company's 13F filing for Q1 2026, filed 20 Apr 2026.