Bedel Financial Consulting’s Trane Technologies TT Stock Holding History

Bedel Financial Consulting’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	–	Sell	-718	Closed	-$110K	–	835
2022 Q1	$110K	Sell	718 -47	-6%	-$7.69K	0.03%	260
2021 Q4	$155K	Sell	765 -200	-21%	-$37.6K	0.05%	218
2021 Q3	$167K	Hold	965	–	–	0.06%	203
2021 Q2	$178K	Buy	965 +200	+26%	+$35.6K	0.06%	191
2021 Q1	$127K	Sell	765 -11	-1%	-$1.7K	0.05%	229
2020 Q4	$113K	Hold	776	–	–	0.05%	210
2020 Q3	$94K	Sell	776 -368	-32%	-$41.3K	0.05%	215
2020 Q2	$102K	Hold	1,144	–	–	0.06%	198
2020 Q1	$94K	Hold	1,144	–	–	0.06%	184
2019 Q4	$152K	Hold	1,144	–	–	0.09%	164
2019 Q3	$141K	Hold	1,144	–	–	0.08%	169
2019 Q2	$145K	Hold	1,144	–	–	0.09%	165
2019 Q1	$123K	Hold	1,144	–	–	0.08%	176
2018 Q4	$104K	Hold	1,144	–	–	0.07%	175
2018 Q3	$112K	Hold	1,144	–	–	0.07%	187
2018 Q2	$103K	Hold	1,144	–	–	0.08%	187
2018 Q1	$98K	Buy	+1,144	New	+$103K	0.07%	198

Other funds holding TT

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

GIM

Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Bedel Financial Consulting's TT Position: Q2 2022 in Review

Bedel Financial Consulting sold out of Trane Technologies (TT) in Q2 2022, closing a stake of 718 shares — an estimated $110K sold.

Bedel Financial Consulting first reported a position in TT in Q1 2018 and held it in 17 quarters. The position peaked at $178K in Q2 2021. 903 funds tracked by Wall St. Rank hold TT as of Q2 2022.

Bedel Financial Consulting reported no remaining Trane Technologies position as of Q2 2022 after selling out during the quarter.
Bedel Financial Consulting sold 718 Trane Technologies shares in Q2 2022, an estimated $110K.
Bedel Financial Consulting first reported a position in Trane Technologies in Q1 2018 and held it in 17 quarters.
Bedel Financial Consulting's Trane Technologies position peaked at $178K in Q2 2021.
903 funds tracked by Wall St. Rank held Trane Technologies as of Q2 2022.

Based on Bedel Financial Consulting's 13F filing for Q2 2022, filed 4 Aug 2022.