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Buckingham Strategic Wealth’s Trane Technologies TT Stock Holding History

Buckingham Strategic Wealth’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
2024
Q2 		$1.51M Sell
4,589
-149
-3% -$47.4K 0.02% 271
2024
Q1 		$1.42M Buy
4,738
+32
+0.7% +$8.69K 0.02% 280
2023
Q4 		$1.15M Buy
4,706
+833
+22% +$182K 0.01% 308
2023
Q3 		$786K Buy
3,873
+9
+0.2% +$1.8K 0.01% 330
2023
Q2 		$739K Sell
3,864
-27
-0.7% -$4.79K 0.01% 341
2023
Q1 		$654K Hold
3,891
– – 0.01% 325
2022
Q4 		$654K Buy
3,891
+271
+7% +$44.7K 0.01% 327
2022
Q3 		$524K Buy
3,620
+198
+6% +$29.6K 0.01% 359
2022
Q2 		$444K Buy
3,422
+75
+2% +$10.4K 0.01% 391
2022
Q1 		$511K Buy
3,347
+289
+9% +$47.3K 0.01% 364
2021
Q4 		$618K Sell
3,058
-294
-9% -$55.3K 0.01% 331
2021
Q3 		$579K Buy
3,352
+179
+6% +$34.4K 0.01% 329
2021
Q2 		$584K Hold
3,173
– – 0.01% 325
2021
Q1 		$525K Hold
3,173
– – 0.03% 318
2020
Q4 		$461K Buy
+3,173
New +$438K 0.02% 330

Other funds holding TT

BlackRock
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Buckingham Strategic Wealth's TT Position: Q2 2024 in Review

Buckingham Strategic Wealth reduced its Trane Technologies (TT) stake by 3.1% in Q2 2024, selling an estimated $47.4K and leaving 4,589 shares worth $1.51M. The position accounts for 0.02% of the portfolio, ranked #271.

Buckingham Strategic Wealth first reported a position in TT in Q4 2020 and has held it in 15 quarters since. 1,396 funds tracked by Wall St. Rank hold TT as of Q2 2024.

  • Buckingham Strategic Wealth held 4,589 shares of Trane Technologies worth $1.51M as of Q2 2024.
  • Buckingham Strategic Wealth sold 149 Trane Technologies shares in Q2 2024, an estimated $47.4K.
  • Trane Technologies made up 0.02% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #271 holding.
  • Buckingham Strategic Wealth first reported a position in Trane Technologies in Q4 2020 and has held it in 15 quarters since.
  • 1,396 funds tracked by Wall St. Rank held Trane Technologies as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.