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Brio Consultants’s Trane Technologies TT Stock Holding History

Brio Consultants’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
Q4 		– Sell
-1,490
Closed -$219K – 95
2022
Q3 		$219K Buy
+1,490
New +$223K 0.05% 89
2022
Q2 		– Sell
-1,476
Closed -$225K – 93
2022
Q1 		$225K Buy
+1,476
New +$241K 0.05% 74

Other funds holding TT

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BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Brio Consultants's TT Position: Q4 2022 in Review

Brio Consultants sold out of Trane Technologies (TT) in Q4 2022, closing a stake of 1,490 shares — an estimated $219K sold.

Brio Consultants first reported a position in TT in Q1 2022 and held it in 2 quarters. The position peaked at $225K in Q1 2022. 967 funds tracked by Wall St. Rank hold TT as of Q4 2022.

  • Brio Consultants reported no remaining Trane Technologies position as of Q4 2022 after selling out during the quarter.
  • Brio Consultants sold 1,490 Trane Technologies shares in Q4 2022, an estimated $219K.
  • Brio Consultants first reported a position in Trane Technologies in Q1 2022 and held it in 2 quarters.
  • Brio Consultants's Trane Technologies position peaked at $225K in Q1 2022.
  • 967 funds tracked by Wall St. Rank held Trane Technologies as of Q4 2022.

Based on Brio Consultants's 13F filing for Q4 2022, filed 7 Feb 2023.