EWM
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Elmwood Wealth Management’s Trane Technologies TT Stock Holding History

Elmwood 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
2020
Q2 		– Sell
-325
Closed -$27.8K – 340
2020
Q1 		$27.8K Buy
+325
New +$39.5K 0.03% 148
2018
Q3 		– Sell
-325
Closed -$29.2K – 304
2018
Q2 		$29.2K Hold
325
– – 0.03% 149
2018
Q1 		$27.8K Buy
+325
New +$29.2K 0.03% 148

Other funds holding TT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Elmwood Wealth Management's TT Position: Q2 2020 in Review

Elmwood Wealth Management sold out of Trane Technologies (TT) in Q2 2020, closing a stake of 325 shares — an estimated $27.8K sold.

Elmwood Wealth Management first reported a position in TT in Q1 2018 and held it in 3 quarters. The position peaked at $29.2K in Q2 2018. 753 funds tracked by Wall St. Rank hold TT as of Q2 2020.

  • Elmwood Wealth Management reported no remaining Trane Technologies position as of Q2 2020 after selling out during the quarter.
  • Elmwood Wealth Management sold 325 Trane Technologies shares in Q2 2020, an estimated $27.8K.
  • Elmwood Wealth Management first reported a position in Trane Technologies in Q1 2018 and held it in 3 quarters.
  • Elmwood Wealth Management's Trane Technologies position peaked at $29.2K in Q2 2018.
  • 753 funds tracked by Wall St. Rank held Trane Technologies as of Q2 2020.

Based on Elmwood Wealth Management's 13F filing for Q2 2020, filed 13 Aug 2020.