Aveo Capital Partners’s Trane Technologies TT Stock Holding History

Aveo Capital Partners’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
2025 Q1	–	Sell	-1,339	Closed	-$495K	–	326
2024 Q4	$495K	Sell	1,339 -10	-0.7%	-$3.97K	0.05%	208
2024 Q3	$524K	Sell	1,349 -5	-0.4%	-$1.73K	0.06%	192
2024 Q2	$445K	Sell	1,354 -133	-9%	-$42.3K	0.05%	206
2024 Q1	$475K	Buy	1,487 +165	+12%	+$44.8K	0.05%	224
2023 Q4	$322K	Buy	1,322 +57	+5%	+$12.5K	0.04%	259
2023 Q3	$257K	Buy	1,265 +61	+5%	+$12.2K	0.03%	289
2023 Q2	$230K	Buy	1,204 +40	+3%	+$7.1K	0.03%	308
2023 Q1	$214K	Buy	+1,164	New	+$211K	0.03%	315
2022 Q1	–	Sell	-11,755	Closed	-$2.38M	–	304
2021 Q4	$2.38M	Buy	+11,755	New	+$2.21M	0.43%	67

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

Norges Bank Oslo, Norway $935B AUM

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

Aveo Capital Partners's TT Position: Q1 2025 in Review

Aveo Capital Partners sold out of Trane Technologies (TT) in Q1 2025, closing a stake of 1,339 shares — an estimated $495K sold.

Aveo Capital Partners first reported a position in TT in Q4 2021 and held it in 9 quarters. The position peaked at $2.38M in Q4 2021. 1,536 funds tracked by Wall St. Rank hold TT as of Q1 2025.

Aveo Capital Partners reported no remaining Trane Technologies position as of Q1 2025 after selling out during the quarter.
Aveo Capital Partners sold 1,339 Trane Technologies shares in Q1 2025, an estimated $495K.
Aveo Capital Partners first reported a position in Trane Technologies in Q4 2021 and held it in 9 quarters.
Aveo Capital Partners's Trane Technologies position peaked at $2.38M in Q4 2021.
1,536 funds tracked by Wall St. Rank held Trane Technologies as of Q1 2025.

Based on Aveo Capital Partners's 13F filing for Q1 2025, filed 12 May 2025.