Fulcrum Equity Management’s Trane Technologies TT Stock Holding History

Fulcrum Equity 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
2022 Q1	–	Sell	-6,089	Closed	-$1.23M	–	183
2021 Q4	$1.23M	Sell	6,089 -122	-2%	-$23K	0.46%	57
2021 Q3	$1.07M	Sell	6,211 -2,189	-26%	-$421K	0.42%	61
2021 Q2	$1.55M	Buy	+8,400	New	+$1.5M	0.58%	54
2021 Q1	–	Sell	-1,741	Closed	-$253K	–	208
2020 Q4	$253K	Sell	1,741 -175	-9%	-$24.2K	0.1%	140
2020 Q3	$232K	Sell	1,916 -2,180	-53%	-$245K	0.11%	134
2020 Q2	$364K	Buy	4,096 +626	+18%	+$54.4K	0.17%	106
2020 Q1	$287K	Sell	3,470 -984	-22%	-$119K	0.2%	34
2019 Q4	$592K	Sell	4,454 -49	-1%	-$6.21K	0.31%	47
2019 Q3	$555K	Sell	4,503 -29	-0.6%	-$3.54K	0.28%	38
2019 Q2	$541K	Buy	+4,532	New	+$542K	0.26%	39

Other funds holding TT

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

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

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

GIM

Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

Fulcrum Equity Management's TT Position: Q1 2022 in Review

Fulcrum Equity Management sold out of Trane Technologies (TT) in Q1 2022, closing a stake of 6,089 shares — an estimated $1.23M sold.

Fulcrum Equity Management first reported a position in TT in Q2 2019 and held it in 10 quarters. The position peaked at $1.55M in Q2 2021. 934 funds tracked by Wall St. Rank hold TT as of Q1 2022.

Fulcrum Equity Management reported no remaining Trane Technologies position as of Q1 2022 after selling out during the quarter.
Fulcrum Equity Management sold 6,089 Trane Technologies shares in Q1 2022, an estimated $1.23M.
Fulcrum Equity Management first reported a position in Trane Technologies in Q2 2019 and held it in 10 quarters.
Fulcrum Equity Management's Trane Technologies position peaked at $1.55M in Q2 2021.
934 funds tracked by Wall St. Rank held Trane Technologies as of Q1 2022.

Based on Fulcrum Equity Management's 13F filing for Q1 2022, filed 15 Apr 2022.