IR β€” INGERSOLL RAND INC

Ownership history in Richard Bernstein Advisors LLC  Β·  7 quarters on record

AI Ownership Summary

Richard Bernstein Advisors LLC reported INGERSOLL RAND INC (IR) in 7 quarterly 13F filings from 2024 Q1 through 2025 Q3. Peak portfolio weight reached 0.07% in 2024 Q3. The latest visible filing shows IR at 0.03% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this IR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Richard Bernstein Advisors LLC's position in INGERSOLL RAND INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

IR was reported at 0.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.07% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Richard Bernstein Advisors LLC held IR β€” position size vs. price
% of Fund (quarterly)    IR price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 7 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 12,487 -17,561 -58.4% 0.03% $1.0M 2025-11-13 $76.18
2025 Q2 REDUCED 30,048 -2,355 -7.3% 0.06% $2.5M 2025-08-06 $76.42
2025 Q1 REDUCED 32,403 -1,216 -3.6% 0.06% $2.6M 2025-04-29 $74.79
2024 Q4 UNCHANGED 33,619 β€” 0% 0.07% $3.0M 2025-02-04 $92.55
2024 Q3 UNCHANGED 33,619 β€” 0% 0.07% $3.3M 2024-11-08 $102.47
2024 Q2 UNCHANGED 33,619 β€” 0% 0.07% $3.1M 2024-07-30 $98.71
2024 Q1 INITIATED 33,619 β€” β€” 0.07% $3.2M 2024-05-09 $90.83

FAQ About Richard Bernstein Advisors LLC and IR

These are the practical questions this page is built to answer before you even open the full history table.

How long has Richard Bernstein Advisors LLC reported owning IR?

Richard Bernstein Advisors LLC reported IR across 7 quarterly 13F filings, from 2024 Q1 through 2025 Q3.

What was the largest reported IR position in Richard Bernstein Advisors LLC's portfolio?

The largest reported portfolio weight for IR was 0.07% in 2024 Q3.

What is the latest reported IR position on this page?

The most recent filing on this page is 2025 Q3, when Richard Bernstein Advisors LLC reported 12,487 shares, equal to 0.03% of portfolio, with an estimated market value of $1.0M.

What does the chart on this IR ownership page compare?

The chart compares Richard Bernstein Advisors LLC's quarterly IR portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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