First Personal Financial Services’s Trane Technologies TT Stock Holding History

First Personal Financial 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
2024 Q3	$633K	Buy	1,628 +14	+0.9%	+$4.86K	0.13%	82
2024 Q2	$531K	Buy	1,614 +25	+2%	+$7.95K	0.12%	84
2024 Q1	$477K	Buy	1,589 +665	+72%	+$181K	0.11%	85
2023 Q4	$225K	Sell	924 -96	-9%	-$21K	0.05%	108
2023 Q3	$207K	Sell	1,020 -50	-5%	-$10K	0.05%	109
2023 Q2	$205K	Hold	1,070	–	–	0.05%	110
2023 Q1	$197K	Sell	1,070 -445	-29%	-$80.8K	0.05%	111
2022 Q4	$255K	Sell	1,515 -2,086	-58%	-$344K	0.07%	103
2022 Q3	$521K	Buy	+3,601	New	+$538K	0.15%	77
2020 Q1	–	Sell	-12	Closed	-$2K	–	512
2019 Q4	$2K	Hold	12	–	–	﹤0.01%	386
2019 Q3	$1K	Hold	12	–	–	﹤0.01%	512
2019 Q2	$2K	Buy	+12	New	+$1.44K	﹤0.01%	672
2018 Q2	–	Sell	-112	Closed	-$10K	–	913
2018 Q1	$10K	Sell	112 -571	-84%	-$51.2K	﹤0.01%	792
2017 Q4	$61K	Hold	683	–	–	0.01%	430
2017 Q3	$61K	Hold	683	–	–	0.01%	387
2017 Q2	$62K	Hold	683	–	–	0.01%	379
2017 Q1	$56K	Hold	683	–	–	0.01%	372
2016 Q4	$51K	Hold	683	–	–	0.01%	370
2016 Q3	$46K	Hold	683	–	–	0.01%	291
2016 Q2	$43K	Buy	+683	New	+$44K	0.01%	292

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

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

Norges Bank Oslo, Norway $935B AUM

First Personal Financial Services's TT Position: Q3 2024 in Review

First Personal Financial Services increased its Trane Technologies (TT) stake by 0.87% in Q3 2024, buying an estimated $4.86K and bringing the position to 1,628 shares worth $633K. The position accounts for 0.13% of the portfolio, ranked #82.

First Personal Financial Services first reported a position in TT in Q2 2016 and has held it in 20 quarters since. 1,476 funds tracked by Wall St. Rank hold TT as of Q3 2024.

First Personal Financial Services held 1,628 shares of Trane Technologies worth $633K as of Q3 2024.
First Personal Financial Services bought 14 Trane Technologies shares in Q3 2024, an estimated $4.86K.
Trane Technologies made up 0.13% of First Personal Financial Services's portfolio in Q3 2024, its #82 holding.
First Personal Financial Services first reported a position in Trane Technologies in Q2 2016 and has held it in 20 quarters since.
1,476 funds tracked by Wall St. Rank held Trane Technologies as of Q3 2024.

Based on First Personal Financial Services's 13F filing for Q3 2024, filed 1 Nov 2024.