JWM
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Jeppson Wealth Management’s Trane Technologies TT Stock Holding History

Jeppson 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
2020
Q4 		– Sell
-955
Closed -$116K – 422
2020
Q3 		$116K Buy
+955
New +$107K 0.09% 157

Other funds holding TT

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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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Jeppson Wealth Management's TT Position: Q4 2020 in Review

Jeppson Wealth Management sold out of Trane Technologies (TT) in Q4 2020, closing a stake of 955 shares — an estimated $116K sold.

Jeppson Wealth Management first reported a position in TT in Q3 2020 and held it in 1 quarter. The position peaked at $116K in Q3 2020. 897 funds tracked by Wall St. Rank hold TT as of Q4 2020.

  • Jeppson Wealth Management reported no remaining Trane Technologies position as of Q4 2020 after selling out during the quarter.
  • Jeppson Wealth Management sold 955 Trane Technologies shares in Q4 2020, an estimated $116K.
  • Jeppson Wealth Management first reported a position in Trane Technologies in Q3 2020 and held it in 1 quarter.
  • Jeppson Wealth Management's Trane Technologies position peaked at $116K in Q3 2020.
  • 897 funds tracked by Wall St. Rank held Trane Technologies as of Q4 2020.

Based on Jeppson Wealth Management's 13F filing for Q4 2020, filed 5 Mar 2021.