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JBR Co Financial Management’s Trane Technologies TT Stock Holding History

JBR Co Financial 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
2024
Q4 		– Sell
-650
Closed -$253K – 106
2024
Q3 		$253K Hold
650
– – 0.17% 96
2024
Q2 		$214K Buy
+650
New +$207K 0.15% 95

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

JBR Co Financial Management's TT Position: Q4 2024 in Review

JBR Co Financial Management sold out of Trane Technologies (TT) in Q4 2024, closing a stake of 650 shares — an estimated $253K sold.

JBR Co Financial Management first reported a position in TT in Q2 2024 and held it in 2 quarters. The position peaked at $253K in Q3 2024. 1,572 funds tracked by Wall St. Rank hold TT as of Q4 2024.

  • JBR Co Financial Management reported no remaining Trane Technologies position as of Q4 2024 after selling out during the quarter.
  • JBR Co Financial Management sold 650 Trane Technologies shares in Q4 2024, an estimated $253K.
  • JBR Co Financial Management first reported a position in Trane Technologies in Q2 2024 and held it in 2 quarters.
  • JBR Co Financial Management's Trane Technologies position peaked at $253K in Q3 2024.
  • 1,572 funds tracked by Wall St. Rank held Trane Technologies as of Q4 2024.

Based on JBR Co Financial Management's 13F filing for Q4 2024, filed 4 Feb 2025.