Halpern Financial’s Trane Technologies TT Stock Holding History

Halpern Financial’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	-47	Closed	-$4.09K	–	190
2020 Q1	$3.88K	Hold	47	–	–	﹤0.01%	130
2019 Q4	$6.25K	Buy	+47	New	+$5.96K	﹤0.01%	139

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

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

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

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

Halpern Financial's TT Position: Q2 2020 in Review

Halpern Financial sold out of Trane Technologies (TT) in Q2 2020, closing a stake of 47 shares — an estimated $4.09K sold.

Halpern Financial first reported a position in TT in Q4 2019 and held it in 2 quarters. The position peaked at $6.25K in Q4 2019. 753 funds tracked by Wall St. Rank hold TT as of Q2 2020.

Halpern Financial reported no remaining Trane Technologies position as of Q2 2020 after selling out during the quarter.
Halpern Financial sold 47 Trane Technologies shares in Q2 2020, an estimated $4.09K.
Halpern Financial first reported a position in Trane Technologies in Q4 2019 and held it in 2 quarters.
Halpern Financial's Trane Technologies position peaked at $6.25K in Q4 2019.
753 funds tracked by Wall St. Rank held Trane Technologies as of Q2 2020.

Based on Halpern Financial's 13F filing for Q2 2020, filed 21 Sep 2023.