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Cedar Brook Financial Partners’s Trane Technologies TT Stock Holding History

Cedar Brook Financial Partners’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 		– Sell
-1,256
Closed -$377K – 370
2024
Q1 		$377K Hold
1,256
– – 0.07% 266
2023
Q4 		$309K Buy
1,256
+54
+4% +$11.8K 0.07% 284
2023
Q3 		$244K Sell
1,202
-28
-2% -$5.61K 0.06% 303
2023
Q2 		$235K Buy
+1,230
New +$218K 0.06% 337

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cedar Brook Financial Partners's TT Position: Q2 2024 in Review

Cedar Brook Financial Partners sold out of Trane Technologies (TT) in Q2 2024, closing a stake of 1,256 shares — an estimated $377K sold.

Cedar Brook Financial Partners first reported a position in TT in Q2 2023 and held it in 4 quarters. The position peaked at $377K in Q1 2024. 1,395 funds tracked by Wall St. Rank hold TT as of Q2 2024.

  • Cedar Brook Financial Partners reported no remaining Trane Technologies position as of Q2 2024 after selling out during the quarter.
  • Cedar Brook Financial Partners sold 1,256 Trane Technologies shares in Q2 2024, an estimated $377K.
  • Cedar Brook Financial Partners first reported a position in Trane Technologies in Q2 2023 and held it in 4 quarters.
  • Cedar Brook Financial Partners's Trane Technologies position peaked at $377K in Q1 2024.
  • 1,395 funds tracked by Wall St. Rank held Trane Technologies as of Q2 2024.

Based on Cedar Brook Financial Partners's 13F filing for Q2 2024, filed 15 Jul 2024.