Zeke Capital Advisors’s Ingersoll Rand IR Stock Holding History

Zeke Capital Advisors’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 Q4	$442K	Sell	8,453 -449	-5%	-$22.9K	0.03%	258
2022 Q3	$385K	Buy	8,902 +3	+0%	+$141	0.03%	259
2022 Q2	$375K	Buy	8,899 +446	+5%	+$20.3K	0.02%	268
2022 Q1	$426K	Buy	8,453 +2,152	+34%	+$115K	0.02%	266
2021 Q4	$390K	Hold	6,301	–	–	0.02%	190
2021 Q3	$318K	Hold	6,301	–	–	0.02%	207
2021 Q2	$308K	Hold	6,301	–	–	0.02%	218
2021 Q1	$310K	Hold	6,301	–	–	0.02%	201
2020 Q4	$287K	Sell	6,301 -3,385	-35%	-$140K	0.02%	199
2020 Q3	$345K	Buy	9,686 +154	+2%	+$5.16K	0.04%	139
2020 Q2	$268K	Buy	+9,532	New	+$269K	0.05%	156

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 $5.72T AUM 30.48% 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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Zeke Capital Advisors's IR Position: Q4 2022 in Review

Zeke Capital Advisors reduced its Ingersoll Rand (IR) stake by 5% in Q4 2022, selling an estimated $22.9K and leaving 8,453 shares worth $442K. The position accounts for 0.03% of the portfolio, ranked #258.

Zeke Capital Advisors first reported a position in IR in Q2 2020 and has held it in 11 quarters since. 659 funds tracked by Wall St. Rank hold IR as of Q4 2022.

Zeke Capital Advisors held 8,453 shares of Ingersoll Rand worth $442K as of Q4 2022.
Zeke Capital Advisors sold 449 Ingersoll Rand shares in Q4 2022, an estimated $22.9K.
Ingersoll Rand made up 0.03% of Zeke Capital Advisors's portfolio in Q4 2022, its #258 holding.
Zeke Capital Advisors first reported a position in Ingersoll Rand in Q2 2020 and has held it in 11 quarters since.
659 funds tracked by Wall St. Rank held Ingersoll Rand as of Q4 2022.

Based on Zeke Capital Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.