Homrich & Berg’s Trane Technologies TT Stock Holding History

Homrich & Berg’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
2021 Q3	–	Sell	-1,137	Closed	-$209K	–	498
2021 Q2	$209K	Sell	1,137 -83	-7%	-$14.8K	﹤0.01%	456
2021 Q1	$202K	Buy	+1,220	New	+$189K	0.01%	407

Other funds holding TT

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

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

Homrich & Berg's TT Position: Q3 2021 in Review

Homrich & Berg sold out of Trane Technologies (TT) in Q3 2021, closing a stake of 1,137 shares — an estimated $209K sold.

Homrich & Berg first reported a position in TT in Q1 2021 and held it in 2 quarters. The position peaked at $209K in Q2 2021. 963 funds tracked by Wall St. Rank hold TT as of Q3 2021.

Homrich & Berg reported no remaining Trane Technologies position as of Q3 2021 after selling out during the quarter.
Homrich & Berg sold 1,137 Trane Technologies shares in Q3 2021, an estimated $209K.
Homrich & Berg first reported a position in Trane Technologies in Q1 2021 and held it in 2 quarters.
Homrich & Berg's Trane Technologies position peaked at $209K in Q2 2021.
963 funds tracked by Wall St. Rank held Trane Technologies as of Q3 2021.

Based on Homrich & Berg's 13F filing for Q3 2021, filed 8 Dec 2021.