Financial Life Planners’s Trane Technologies TT Stock Holding History

Financial Life Planners’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
2025 Q1	–	Sell	-65	Closed	-$24K	–	355
2024 Q4	$24K	Buy	+65	New	+$25.8K	0.02%	187

Other funds holding TT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Financial Life Planners's TT Position: Q1 2025 in Review

Financial Life Planners sold out of Trane Technologies (TT) in Q1 2025, closing a stake of 65 shares — an estimated $24K sold.

Financial Life Planners first reported a position in TT in Q4 2024 and held it in 1 quarter. The position peaked at $24K in Q4 2024. 1,535 funds tracked by Wall St. Rank hold TT as of Q1 2025.

Financial Life Planners reported no remaining Trane Technologies position as of Q1 2025 after selling out during the quarter.
Financial Life Planners sold 65 Trane Technologies shares in Q1 2025, an estimated $24K.
Financial Life Planners first reported a position in Trane Technologies in Q4 2024 and held it in 1 quarter.
Financial Life Planners's Trane Technologies position peaked at $24K in Q4 2024.
1,535 funds tracked by Wall St. Rank held Trane Technologies as of Q1 2025.

Based on Financial Life Planners's 13F filing for Q1 2025, filed 23 Apr 2025.