Kaizen Advisory’s Trane Technologies TT Stock Holding History

Kaizen Advisory’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
2018 Q4	$60K	Buy	660 +35	+6%	+$3.44K	0.04%	295
2018 Q3	$64K	Hold	625	–	–	0.03%	296
2018 Q2	$56K	Buy	625 +380	+155%	+$33.4K	0.03%	313
2018 Q1	$21K	Hold	245	–	–	0.02%	328
2017 Q4	$22K	Buy	+245	New	+$21.6K	0.01%	313

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Kaizen Advisory's TT Position: Q4 2018 in Review

Kaizen Advisory increased its Trane Technologies (TT) stake by 5.6% in Q4 2018, buying an estimated $3.44K and bringing the position to 660 shares worth $60K. The position accounts for 0.04% of the portfolio, ranked #295.

Kaizen Advisory first reported a position in TT in Q4 2017 and has held it in 5 quarters since. The position peaked at $64K in Q3 2018. 807 funds tracked by Wall St. Rank hold TT as of Q4 2018.

Kaizen Advisory held 660 shares of Trane Technologies worth $60K as of Q4 2018.
Kaizen Advisory bought 35 Trane Technologies shares in Q4 2018, an estimated $3.44K.
Trane Technologies made up 0.04% of Kaizen Advisory's portfolio in Q4 2018, its #295 holding.
Kaizen Advisory first reported a position in Trane Technologies in Q4 2017 and has held it in 5 quarters since.
Kaizen Advisory's Trane Technologies position peaked at $64K in Q3 2018.
807 funds tracked by Wall St. Rank held Trane Technologies as of Q4 2018.

Based on Kaizen Advisory's 13F filing for Q4 2018, filed 15 Feb 2019.