9258 Wealth Management’s Trane Technologies TT Stock Holding History

9258 Wealth Management’s Portfolio TT Stock Details TT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$1.51M	Buy	3,890 +39	+1%	+$13.5K	0.22%	92
2024 Q2	$1.27M	Buy	3,851 +145	+4%	+$46.1K	0.19%	102
2024 Q1	$1.11M	Buy	3,706 +54	+1%	+$14.7K	0.17%	111
2023 Q4	$891K	Buy	3,652 +545	+18%	+$119K	0.16%	126
2023 Q3	$630K	Buy	3,107 +259	+9%	+$51.9K	0.12%	149
2023 Q2	$545K	Buy	2,848 +358	+14%	+$63.5K	0.1%	171
2023 Q1	$458K	Sell	2,490 -151	-6%	-$27.4K	0.09%	190
2022 Q4	$444K	Buy	2,641 +76	+3%	+$12.5K	0.1%	191
2022 Q3	$371K	Buy	2,565 +23	+0.9%	+$3.44K	0.09%	201
2022 Q2	$330K	Buy	2,542 +259	+11%	+$35.8K	0.08%	234
2022 Q1	$349K	Buy	2,283 +175	+8%	+$28.6K	0.08%	247
2021 Q4	$426K	Buy	2,108 +742	+54%	+$140K	0.1%	221
2021 Q3	$236K	Buy	1,366 +169	+14%	+$32.5K	0.06%	304
2021 Q2	$220K	Buy	+1,197	New	+$213K	0.06%	315

Other funds holding TT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

9258 Wealth Management's TT Position: Q3 2024 in Review

9258 Wealth Management increased its Trane Technologies (TT) stake by 1% in Q3 2024, buying an estimated $13.5K and bringing the position to 3,890 shares worth $1.51M. The position accounts for 0.22% of the portfolio, ranked #92.

9258 Wealth Management first reported a position in TT in Q2 2021 and has held it in 14 quarters since. 1,476 funds tracked by Wall St. Rank hold TT as of Q3 2024.

9258 Wealth Management held 3,890 shares of Trane Technologies worth $1.51M as of Q3 2024.
9258 Wealth Management bought 39 Trane Technologies shares in Q3 2024, an estimated $13.5K.
Trane Technologies made up 0.22% of 9258 Wealth Management's portfolio in Q3 2024, its #92 holding.
9258 Wealth Management first reported a position in Trane Technologies in Q2 2021 and has held it in 14 quarters since.
1,476 funds tracked by Wall St. Rank held Trane Technologies as of Q3 2024.

Based on 9258 Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.