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Hamilton Point Investment Advisors’s Trane Technologies TT Stock Holding History

Hamilton Point Investment 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
2023
Q3 		– Sell
-1,101
Closed -$211K – 142
2023
Q2 		$211K Hold
1,101
– – 0.05% 118
2023
Q1 		$203K Buy
+1,101
New +$200K 0.05% 113

Other funds holding TT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Hamilton Point Investment Advisors's TT Position: Q3 2023 in Review

Hamilton Point Investment Advisors sold out of Trane Technologies (TT) in Q3 2023, closing a stake of 1,101 shares — an estimated $211K sold.

Hamilton Point Investment Advisors first reported a position in TT in Q1 2023 and held it in 2 quarters. The position peaked at $211K in Q2 2023. 1,051 funds tracked by Wall St. Rank hold TT as of Q3 2023.

  • Hamilton Point Investment Advisors reported no remaining Trane Technologies position as of Q3 2023 after selling out during the quarter.
  • Hamilton Point Investment Advisors sold 1,101 Trane Technologies shares in Q3 2023, an estimated $211K.
  • Hamilton Point Investment Advisors first reported a position in Trane Technologies in Q1 2023 and held it in 2 quarters.
  • Hamilton Point Investment Advisors's Trane Technologies position peaked at $211K in Q2 2023.
  • 1,051 funds tracked by Wall St. Rank held Trane Technologies as of Q3 2023.

Based on Hamilton Point Investment Advisors's 13F filing for Q3 2023, filed 9 Nov 2023.