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Kaizen Financial Strategies’s Trane Technologies TT Stock Holding History

Kaizen Financial Strategies’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
2022
Q1 		– Sell
-2,200
Closed -$444K – 147
2021
Q4 		$444K Hold
2,200
– – 0.33% 77
2021
Q3 		$380K Buy
+2,200
New +$423K 0.31% 84
2021
Q1 		$364K Hold
2,200
– – 0.35% 85
2020
Q4 		$319K Buy
+2,200
New +$304K 0.35% 84

Other funds holding TT

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

Kaizen Financial Strategies's TT Position: Q1 2022 in Review

Kaizen Financial Strategies sold out of Trane Technologies (TT) in Q1 2022, closing a stake of 2,200 shares — an estimated $444K sold.

Kaizen Financial Strategies first reported a position in TT in Q4 2020 and held it in 4 quarters. The position peaked at $444K in Q4 2021. 934 funds tracked by Wall St. Rank hold TT as of Q1 2022.

  • Kaizen Financial Strategies reported no remaining Trane Technologies position as of Q1 2022 after selling out during the quarter.
  • Kaizen Financial Strategies sold 2,200 Trane Technologies shares in Q1 2022, an estimated $444K.
  • Kaizen Financial Strategies first reported a position in Trane Technologies in Q4 2020 and held it in 4 quarters.
  • Kaizen Financial Strategies's Trane Technologies position peaked at $444K in Q4 2021.
  • 934 funds tracked by Wall St. Rank held Trane Technologies as of Q1 2022.

Based on Kaizen Financial Strategies's 13F filing for Q1 2022, filed 6 May 2022.