CSWM
TT icon

Cassady Schiller Wealth Management’s Trane Technologies TT Stock Holding History

Cassady Schiller Wealth Management’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
Q4 		$2.96K Buy
+8
New +$3.18K ﹤0.01% 510
2022
Q1 		– Sell
-6
Closed -$1K – 562
2021
Q4 		$1K Buy
+6
New +$1.13K ﹤0.01% 513

Other funds holding TT

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Cassady Schiller Wealth Management's TT Position: Q4 2024 in Review

Cassady Schiller Wealth Management opened a new position in Trane Technologies (TT) in Q4 2024: 8 shares worth $2.96K. The stake represents ﹤0.01% of the portfolio and ranks #510 among its holdings. This is a return to the name: Cassady Schiller Wealth Management previously reported a position in TT as recently as Q4 2021.

Cassady Schiller Wealth Management first reported a position in TT in Q4 2021 and has held it in 2 quarters since. 1,572 funds tracked by Wall St. Rank hold TT as of Q4 2024.

  • Cassady Schiller Wealth Management held 8 shares of Trane Technologies worth $2.96K as of Q4 2024.
  • Trane Technologies was a new Cassady Schiller Wealth Management position in Q4 2024.
  • Trane Technologies made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #510 holding.
  • Cassady Schiller Wealth Management first reported a position in Trane Technologies in Q4 2021 and has held it in 2 quarters since.
  • 1,572 funds tracked by Wall St. Rank held Trane Technologies as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.