Altium Wealth Management’s Trane Technologies TT Stock Holding History

Altium 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
2022 Q2	$281K	Sell	2,167 -56	-3%	-$7.74K	0.02%	309
2022 Q1	$339K	Buy	2,223 +103	+5%	+$16.8K	0.02%	309
2021 Q4	$428K	Hold	2,120	–	–	0.03%	277
2021 Q3	$366K	Hold	2,120	–	–	0.03%	286
2021 Q2	$390K	Hold	2,120	–	–	0.03%	265
2021 Q1	$351K	Hold	2,120	–	–	0.03%	280
2020 Q4	$308K	Sell	2,120 -3	-0.1%	-$414	0.03%	280
2020 Q3	$257K	Buy	+2,123	New	+$238K	0.03%	287
2020 Q2	–	Sell	-2,645	Closed	-$218K	–	344
2020 Q1	$218K	Buy	2,645 +159	+6%	+$19.3K	0.03%	281
2019 Q4	$330K	Sell	2,486 -13	-0.5%	-$1.65K	0.04%	210
2019 Q3	$308K	Sell	2,499 -12	-0.5%	-$1.46K	0.04%	211
2019 Q2	$318K	Sell	2,511 -92	-4%	-$11K	0.05%	207
2019 Q1	$281K	Buy	2,603 +39	+2%	+$3.95K	0.04%	221
2018 Q4	$234K	Sell	2,564 -1	-0%	-$98	0.04%	229
2018 Q3	$262K	Sell	2,565 -1	-0%	-$98	0.05%	233
2018 Q2	$230K	Buy	+2,566	New	+$225K	0.06%	224

Other funds holding TT

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

GIM

Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 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

Altium Wealth Management's TT Position: Q2 2022 in Review

Altium Wealth Management reduced its Trane Technologies (TT) stake by 2.5% in Q2 2022, selling an estimated $7.74K and leaving 2,167 shares worth $281K. The position accounts for 0.02% of the portfolio, ranked #309.

Altium Wealth Management first reported a position in TT in Q2 2018 and has held it in 16 quarters since. The position peaked at $428K in Q4 2021. 903 funds tracked by Wall St. Rank hold TT as of Q2 2022.

Altium Wealth Management held 2,167 shares of Trane Technologies worth $281K as of Q2 2022.
Altium Wealth Management sold 56 Trane Technologies shares in Q2 2022, an estimated $7.74K.
Trane Technologies made up 0.02% of Altium Wealth Management's portfolio in Q2 2022, its #309 holding.
Altium Wealth Management first reported a position in Trane Technologies in Q2 2018 and has held it in 16 quarters since.
Altium Wealth Management's Trane Technologies position peaked at $428K in Q4 2021.
903 funds tracked by Wall St. Rank held Trane Technologies as of Q2 2022.

Based on Altium Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.