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JP Morgan Private Wealth Advisors’s Trane Technologies TT Stock Holding History

JP Morgan Private Wealth 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 		$11.4M Sell
56,064
-2,022
-3% -$405K 0.03% 353
2023
Q2 		$11.1M Sell
58,086
-21,907
-27% -$3.89M 0.06% 218
2023
Q1 		$14.7M Sell
79,993
-389
-0.5% -$70.6K 0.03% 356
2022
Q4 		$13.5M Buy
80,382
+12,533
+18% +$2.07M 0.03% 368
2022
Q3 		$9.82M Buy
67,849
+6,709
+11% +$1M 0.03% 405
2022
Q2 		$7.94M Buy
61,140
+583
+1% +$80.6K 0.02% 464
2022
Q1 		$9.25M Sell
60,557
-145
-0.2% -$23.7K 0.02% 461
2021
Q4 		$12.3M Buy
60,702
+2,986
+5% +$562K 0.03% 400
2021
Q3 		$9.96M Buy
57,716
+1,139
+2% +$219K 0.02% 424
2021
Q2 		$10.4M Buy
56,577
+7,399
+15% +$1.32M 0.03% 408
2021
Q1 		$8.14M Sell
49,178
-3,083
-6% -$477K 0.03% 403
2020
Q4 		$7.59M Buy
52,261
+4,113
+9% +$568K 0.02% 399
2020
Q3 		$5.84M Buy
48,148
+7,337
+18% +$824K 0.02% 398
2020
Q2 		$3.63M Buy
40,811
+11,179
+38% +$972K 0.02% 432
2020
Q1 		$2.45M Sell
29,632
-2,555
-8% -$310K 0.01% 491
2019
Q4 		$4.28M Buy
32,187
+1,652
+5% +$209K 0.02% 455
2019
Q3 		$3.76M Buy
30,535
+1,982
+7% +$242K 0.02% 465
2019
Q2 		$3.62M Sell
28,553
-2,302
-7% -$275K 0.02% 457
2019
Q1 		$3.33M Buy
30,855
+35
+0.1% +$3.55K 0.02% 506
2018
Q4 		$2.81M Buy
30,820
+423
+1% +$41.6K 0.02% 496
2018
Q3 		$3.11M Buy
30,397
+765
+3% +$74.8K 0.02% 533
2018
Q2 		$2.66M Buy
29,632
+689
+2% +$60.5K 0.01% 535
2018
Q1 		$2.48M Buy
28,943
+297
+1% +$26.7K 0.02% 445
2017
Q4 		$2.55M Buy
28,646
+2,038
+8% +$180K 0.02% 447
2017
Q3 		$2.37M Sell
26,608
-2,553
-9% -$226K 0.02% 434
2017
Q2 		$2.67M Buy
29,161
+1,868
+7% +$164K 0.02% 407
2017
Q1 		$2.22M Buy
27,293
+3,934
+17% +$312K 0.02% 449
2016
Q4 		$1.75M Buy
23,359
+3,276
+16% +$236K 0.02% 464
2016
Q3 		$1.36M Buy
20,083
+4,990
+33% +$333K 0.01% 519
2016
Q2 		$961K Sell
15,093
-3,595
-19% -$231K 0.01% 606
2016
Q1 		$1.16M Sell
18,688
-964
-5% -$52.6K 0.01% 518
2015
Q4 		$1.09M Sell
19,652
-2,795
-12% -$157K 0.01% 502
2015
Q3 		$1.14M Sell
22,447
-37,167
-62% -$2.22M 0.01% 441
2015
Q2 		$4.02M Buy
59,614
+3,912
+7% +$268K 0.05% 270
2015
Q1 		$3.79M Buy
55,702
+6,410
+13% +$423K 0.04% 281
2014
Q4 		$3.13M Sell
49,292
-1,869
-4% -$114K 0.04% 307
2014
Q3 		$2.88M Buy
51,161
+4,328
+9% +$262K 0.04% 317
2014
Q2 		$2.93M Buy
46,833
+80
+0.2% +$4.75K 0.05% 253
2014
Q1 		$2.68M Buy
46,753
+30,231
+183% +$1.8M 0.05% 255
2013
Q4 		$1.02M Buy
16,522
+2,075
+14% +$114K 0.02% 342
2013
Q3 		$749K Buy
14,447
+2,765
+24% +$135K 0.02% 371
2013
Q2 		$518K Buy
+11,682
New +$519K 0.01% 407

Other funds holding TT

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

JP Morgan Private Wealth Advisors's TT Position: Q3 2023 in Review

JP Morgan Private Wealth Advisors reduced its Trane Technologies (TT) stake by 3.5% in Q3 2023, selling an estimated $405K and leaving 56,064 shares worth $11.4M. The position accounts for 0.03% of the portfolio, ranked #353.

JP Morgan Private Wealth Advisors first reported a position in TT in Q2 2013 and has held it in 42 quarters since. The position peaked at $14.7M in Q1 2023. 1,052 funds tracked by Wall St. Rank hold TT as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 56,064 shares of Trane Technologies worth $11.4M as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 2,022 Trane Technologies shares in Q3 2023, an estimated $405K.
  • Trane Technologies made up 0.03% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #353 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Trane Technologies in Q2 2013 and has held it in 42 quarters since.
  • JP Morgan Private Wealth Advisors's Trane Technologies position peaked at $14.7M in Q1 2023.
  • 1,052 funds tracked by Wall St. Rank held Trane Technologies as of Q3 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.