HGWM
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Harvest Group Wealth Management’s Trane Technologies TT Stock Holding History

Harvest Group Wealth 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
2019
Q4 		– Sell
-533
Closed -$67.5K – 1048
2019
Q3 		$66K Hold
533
– – 0.08% 66
2019
Q2 		$67K Hold
533
– – 0.09% 59
2019
Q1 		$58K Buy
+533
New +$54K 0.05% 80

Other funds holding TT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Harvest Group Wealth Management's TT Position: Q4 2019 in Review

Harvest Group Wealth Management sold out of Trane Technologies (TT) in Q4 2019, closing a stake of 533 shares — an estimated $67.5K sold.

Harvest Group Wealth Management first reported a position in TT in Q1 2019 and held it in 3 quarters. The position peaked at $67K in Q2 2019. 914 funds tracked by Wall St. Rank hold TT as of Q4 2019.

  • Harvest Group Wealth Management reported no remaining Trane Technologies position as of Q4 2019 after selling out during the quarter.
  • Harvest Group Wealth Management sold 533 Trane Technologies shares in Q4 2019, an estimated $67.5K.
  • Harvest Group Wealth Management first reported a position in Trane Technologies in Q1 2019 and held it in 3 quarters.
  • Harvest Group Wealth Management's Trane Technologies position peaked at $67K in Q2 2019.
  • 914 funds tracked by Wall St. Rank held Trane Technologies as of Q4 2019.

Based on Harvest Group Wealth Management's 13F filing for Q4 2019, filed 27 Jan 2020.