KB Financial Partners’s Trane Technologies TT Stock Holding History

KB Financial Partners’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	$70K	Sell	347 -41	-11%	-$8.21K	0.02%	229
2023 Q2	$74K	Hold	388	–	–	0.02%	234
2023 Q1	$71K	Buy	388 +64	+20%	+$11.6K	0.02%	230
2022 Q4	$54K	Hold	324	–	–	0.02%	251
2022 Q3	$47K	Hold	324	–	–	0.02%	253
2022 Q2	$42K	Hold	324	–	–	0.01%	266
2022 Q1	$49K	Hold	324	–	–	0.01%	274
2021 Q4	$65K	Buy	+324	New	+$61K	0.02%	269
2021 Q3	–	Sell	-331	Closed	-$61K	–	533
2021 Q2	$61K	Buy	331 +93	+39%	+$16.6K	0.02%	242
2021 Q1	$39K	Buy	+238	New	+$36.8K	0.02%	288

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

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

GIM

Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

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

KB Financial Partners's TT Position: Q3 2023 in Review

KB Financial Partners reduced its Trane Technologies (TT) stake by 11% in Q3 2023, selling an estimated $8.21K and leaving 347 shares worth $70K. The position accounts for 0.02% of the portfolio, ranked #229.

KB Financial Partners first reported a position in TT in Q1 2021 and has held it in 10 quarters since. The position peaked at $74K in Q2 2023. 1,051 funds tracked by Wall St. Rank hold TT as of Q3 2023.

KB Financial Partners held 347 shares of Trane Technologies worth $70K as of Q3 2023.
KB Financial Partners sold 41 Trane Technologies shares in Q3 2023, an estimated $8.21K.
Trane Technologies made up 0.02% of KB Financial Partners's portfolio in Q3 2023, its #229 holding.
KB Financial Partners first reported a position in Trane Technologies in Q1 2021 and has held it in 10 quarters since.
KB Financial Partners's Trane Technologies position peaked at $74K in Q2 2023.
1,051 funds tracked by Wall St. Rank held Trane Technologies as of Q3 2023.

Based on KB Financial Partners's 13F filing for Q3 2023, filed 15 Nov 2023.