Gideon Capital Advisors’s Trane Technologies TT Stock Holding History

Gideon Capital Advisors’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
2019 Q3	–	Sell	-12,901	Closed	-$1.63M	–	402
2019 Q2	$1.63M	Buy	+12,901	New	+$1.54M	0.56%	54
2019 Q1	–	Sell	-5,852	Closed	-$534K	–	517
2018 Q4	$534K	Buy	+5,852	New	+$575K	0.22%	141
2018 Q2	–	Sell	-7,337	Closed	-$627K	–	494
2018 Q1	$627K	Buy	+7,337	New	+$658K	0.39%	70
2017 Q4	–	Sell	-5,561	Closed	-$496K	–	405
2017 Q3	$496K	Buy	+5,561	New	+$492K	0.49%	49
2017 Q1	–	Sell	-4,003	Closed	-$301K	–	516
2016 Q4	$301K	Buy	+4,003	New	+$289K	0.19%	250
2015 Q4	–	Sell	-48,828	Closed	-$2.48M	–	279
2015 Q3	$2.48M	Buy	48,828 +31,666	+185%	+$1.89M	1.45%	8
2015 Q2	$1.16M	Buy	+17,162	New	+$1.17M	0.48%	77
2015 Q1	–	Sell	-57,563	Closed	-$3.65M	–	305
2014 Q4	$3.65M	Buy	57,563 +8,863	+18%	+$541K	1.72%	9
2014 Q3	$2.75M	Buy	48,700 +29,218	+150%	+$1.77M	1.06%	22
2014 Q2	$1.22M	Sell	19,482 -23,904	-55%	-$1.42M	0.44%	78
2014 Q1	$2.48M	Buy	+43,386	New	+$2.58M	1.38%	12

Other funds holding TT

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

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

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

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

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

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Gideon Capital Advisors's TT Position: Q3 2019 in Review

Gideon Capital Advisors sold out of Trane Technologies (TT) in Q3 2019, closing a stake of 12,901 shares — an estimated $1.63M sold.

Gideon Capital Advisors first reported a position in TT in Q1 2014 and held it in 11 quarters. The position peaked at $3.65M in Q4 2014. 834 funds tracked by Wall St. Rank hold TT as of Q3 2019.

Gideon Capital Advisors reported no remaining Trane Technologies position as of Q3 2019 after selling out during the quarter.
Gideon Capital Advisors sold 12,901 Trane Technologies shares in Q3 2019, an estimated $1.63M.
Gideon Capital Advisors first reported a position in Trane Technologies in Q1 2014 and held it in 11 quarters.
Gideon Capital Advisors's Trane Technologies position peaked at $3.65M in Q4 2014.
834 funds tracked by Wall St. Rank held Trane Technologies as of Q3 2019.

Based on Gideon Capital Advisors's 13F filing for Q3 2019, filed 14 Nov 2019.