COCM
TT icon

Charter Oak Capital Management’s Trane Technologies TT Stock Holding History

Charter Oak Capital 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
2022
Q3 		– Sell
-937
Closed -$91K – 823
2022
Q2 		$91K Buy
937
+351
+60% +$48.5K 0.01% 252
2022
Q1 		$89K Sell
586
-110
-16% -$18K 0.01% 277
2021
Q4 		$141K Hold
696
– – 0.02% 214
2021
Q3 		$120K Sell
696
-194
-22% -$37.3K 0.02% 220
2021
Q2 		$164K Hold
890
– – 0.02% 192
2021
Q1 		$147K Sell
890
-100
-10% -$15.5K 0.02% 191
2020
Q4 		$144K Buy
+990
New +$137K 0.02% 181

Other funds holding TT

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return