Berman Capital Advisors’s Trane Technologies TT Stock Holding History

Berman Capital Advisors’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 Q3	$178K	Buy	1,038 +401	+63%	+$77.1K	0.03%	287
2021 Q2	$117K	Buy	637 +48	+8%	+$8.55K	0.02%	338
2021 Q1	$96K	Buy	589 +214	+57%	+$33.1K	0.02%	317
2020 Q4	$54K	Buy	375 +8	+2%	+$1.1K	0.01%	394
2020 Q3	$44K	Hold	367	–	–	0.01%	380
2020 Q2	$32K	Sell	367 -32	-8%	-$2.78K	0.01%	423
2020 Q1	$32K	Buy	399 +83	+26%	+$10.1K	0.01%	382
2019 Q4	$42K	Hold	316	–	–	0.01%	356
2019 Q3	$38K	Hold	316	–	–	0.01%	358
2019 Q2	$40K	Buy	316 +153	+94%	+$18.3K	0.01%	349
2019 Q1	$17K	Hold	163	–	–	0.01%	502
2018 Q4	$14K	Buy	+163	New	+$16K	0.01%	456

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $315B AUM 27.84% 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

Berman Capital Advisors's TT Position: Q3 2021 in Review

Berman Capital Advisors increased its Trane Technologies (TT) stake by 63% in Q3 2021, buying an estimated $77.1K and bringing the position to 1,038 shares worth $178K. The position accounts for 0.03% of the portfolio, ranked #287.

Berman Capital Advisors first reported a position in TT in Q4 2018 and has held it in 12 quarters since. 963 funds tracked by Wall St. Rank hold TT as of Q3 2021.

Berman Capital Advisors held 1,038 shares of Trane Technologies worth $178K as of Q3 2021.
Berman Capital Advisors bought 401 Trane Technologies shares in Q3 2021, an estimated $77.1K.
Trane Technologies made up 0.03% of Berman Capital Advisors's portfolio in Q3 2021, its #287 holding.
Berman Capital Advisors first reported a position in Trane Technologies in Q4 2018 and has held it in 12 quarters since.
963 funds tracked by Wall St. Rank held Trane Technologies as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.