Cypress Wealth Services’s Trane Technologies TT Stock Holding History

Cypress Wealth Services’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
2021 Q3	–	Sell	-11,323	Closed	-$2.08M	–	263
2021 Q2	$2.08M	Sell	11,323 -177	-2%	-$31.5K	0.57%	45
2021 Q1	$1.9M	Sell	11,500 -102	-0.9%	-$15.8K	0.4%	56
2020 Q4	$1.68M	Buy	+11,602	New	+$1.6M	0.38%	54
2020 Q3	–	Sell	-11,602	Closed	-$1.3M	–	476
2020 Q2	$1.03M	Sell	11,602 -8	-0.1%	-$696	0.25%	93
2020 Q1	$959K	Hold	11,610	–	–	0.28%	93
2019 Q4	$1.54M	Hold	11,610	–	–	0.39%	77
2019 Q3	$1.43M	Sell	11,610 -18	-0.2%	-$2.2K	0.39%	77
2019 Q2	$1.47M	Hold	11,628	–	–	0.43%	73
2019 Q1	$1.25M	Hold	11,628	–	–	0.4%	77
2018 Q4	$1.06M	Buy	11,628 +331	+3%	+$32.5K	0.42%	72
2018 Q3	$1.16M	Sell	11,297 -14	-0.1%	-$1.37K	0.41%	71
2018 Q2	$1.01M	Buy	+11,311	New	+$993K	0.39%	76

Other funds holding TT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Cypress Wealth Services's TT Position: Q3 2021 in Review

Cypress Wealth Services sold out of Trane Technologies (TT) in Q3 2021, closing a stake of 11,323 shares — an estimated $2.08M sold.

Cypress Wealth Services first reported a position in TT in Q2 2018 and held it in 12 quarters. The position peaked at $2.08M in Q2 2021. 963 funds tracked by Wall St. Rank hold TT as of Q3 2021.

Cypress Wealth Services reported no remaining Trane Technologies position as of Q3 2021 after selling out during the quarter.
Cypress Wealth Services sold 11,323 Trane Technologies shares in Q3 2021, an estimated $2.08M.
Cypress Wealth Services first reported a position in Trane Technologies in Q2 2018 and held it in 12 quarters.
Cypress Wealth Services's Trane Technologies position peaked at $2.08M in Q2 2021.
963 funds tracked by Wall St. Rank held Trane Technologies as of Q3 2021.

Based on Cypress Wealth Services's 13F filing for Q3 2021, filed 13 Oct 2021.