Altavista Wealth Management’s Trane Technologies TT Stock Holding History

Altavista 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
2021 Q4	$485K	Hold	2,400	–	–	0.1%	125
2021 Q3	$414K	Hold	2,400	–	–	0.09%	130
2021 Q2	$442K	Sell	2,400 -555	-19%	-$98.9K	0.1%	127
2021 Q1	$489K	Sell	2,955 -200	-6%	-$31K	0.12%	117
2020 Q4	$458K	Hold	3,155	–	–	0.12%	118
2020 Q3	$383K	Hold	3,155	–	–	0.11%	123
2020 Q2	$281K	Hold	3,155	–	–	0.08%	138
2020 Q1	$261K	Hold	3,155	–	–	0.09%	135
2019 Q4	$419K	Hold	3,155	–	–	0.12%	115
2019 Q3	$389K	Buy	+3,155	New	+$385K	0.12%	117

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

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

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

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

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

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

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

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

Altavista Wealth Management's TT Position: Q4 2021 in Review

Altavista Wealth Management held its Trane Technologies (TT) position steady in Q4 2021 at 2,400 shares worth $485K. The position accounts for 0.1% of the portfolio, ranked #125.

Altavista Wealth Management first reported a position in TT in Q3 2019 and has held it in 10 quarters since. The position peaked at $489K in Q1 2021. 1,013 funds tracked by Wall St. Rank hold TT as of Q4 2021.

Altavista Wealth Management held 2,400 shares of Trane Technologies worth $485K as of Q4 2021.
Altavista Wealth Management left its Trane Technologies share count unchanged in Q4 2021.
Trane Technologies made up 0.1% of Altavista Wealth Management's portfolio in Q4 2021, its #125 holding.
Altavista Wealth Management first reported a position in Trane Technologies in Q3 2019 and has held it in 10 quarters since.
Altavista Wealth Management's Trane Technologies position peaked at $489K in Q1 2021.
1,013 funds tracked by Wall St. Rank held Trane Technologies as of Q4 2021.

Based on Altavista Wealth Management's 13F filing for Q4 2021, filed 14 Feb 2022.