Disciplined Investments’s Trane Technologies TT Stock Holding History

Disciplined Investments’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
2023 Q3	–	Sell	-123	Closed	-$23.5K	–	1431
2023 Q2	$23.5K	Sell	123 -2	-2%	-$355	0.01%	273
2023 Q1	$23K	Buy	125 +1	+0.8%	+$182	0.01%	300
2022 Q4	$20.8K	Sell	124 -2	-2%	-$330	0.01%	281
2022 Q3	$18K	Buy	126 +10	+9%	+$1.49K	0.01%	318
2022 Q2	$15K	Sell	116 -5	-4%	-$691	0.01%	353
2022 Q1	$18K	Buy	121 +21	+21%	+$3.44K	0.01%	342
2021 Q4	$20K	Hold	100	–	–	0.01%	311
2021 Q3	$17K	Hold	100	–	–	0.01%	283
2021 Q2	$18K	Hold	100	–	–	0.01%	274
2021 Q1	$17K	Hold	100	–	–	0.01%	241
2020 Q4	$15K	Hold	100	–	–	0.01%	214
2020 Q3	$12K	Hold	100	–	–	0.01%	249
2020 Q2	$9K	Hold	100	–	–	0.01%	275
2020 Q1	$8K	Hold	100	–	–	0.01%	290
2019 Q4	$13K	Buy	+100	New	+$12.7K	0.01%	275

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

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

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

GIM

Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return

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

Disciplined Investments's TT Position: Q3 2023 in Review

Disciplined Investments sold out of Trane Technologies (TT) in Q3 2023, closing a stake of 123 shares — an estimated $23.5K sold.

Disciplined Investments first reported a position in TT in Q4 2019 and held it in 15 quarters. The position peaked at $23.5K in Q2 2023. 1,052 funds tracked by Wall St. Rank hold TT as of Q3 2023.

Disciplined Investments reported no remaining Trane Technologies position as of Q3 2023 after selling out during the quarter.
Disciplined Investments sold 123 Trane Technologies shares in Q3 2023, an estimated $23.5K.
Disciplined Investments first reported a position in Trane Technologies in Q4 2019 and held it in 15 quarters.
Disciplined Investments's Trane Technologies position peaked at $23.5K in Q2 2023.
1,052 funds tracked by Wall St. Rank held Trane Technologies as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.