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Lake Street Advisors Group’s Trane Technologies TT Stock Holding History

Lake Street Advisors Group’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
2024
Q4 		$660K Sell
1,786
-110
-6% -$43.7K 0.03% 286
2024
Q3 		$737K Buy
1,896
+30
+2% +$10.4K 0.03% 263
2024
Q2 		$614K Buy
1,866
+124
+7% +$39.4K 0.03% 286
2024
Q1 		$523K Sell
1,742
-88
-5% -$23.9K 0.02% 336
2023
Q4 		$446K Buy
+1,830
New +$400K 0.02% 342

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 $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Lake Street Advisors Group's TT Position: Q4 2024 in Review

Lake Street Advisors Group reduced its Trane Technologies (TT) stake by 5.8% in Q4 2024, selling an estimated $43.7K and leaving 1,786 shares worth $660K. The position accounts for 0.03% of the portfolio, ranked #286.

Lake Street Advisors Group first reported a position in TT in Q4 2023 and has held it in 5 quarters since. The position peaked at $737K in Q3 2024. 1,573 funds tracked by Wall St. Rank hold TT as of Q4 2024.

  • Lake Street Advisors Group held 1,786 shares of Trane Technologies worth $660K as of Q4 2024.
  • Lake Street Advisors Group sold 110 Trane Technologies shares in Q4 2024, an estimated $43.7K.
  • Trane Technologies made up 0.03% of Lake Street Advisors Group's portfolio in Q4 2024, its #286 holding.
  • Lake Street Advisors Group first reported a position in Trane Technologies in Q4 2023 and has held it in 5 quarters since.
  • Lake Street Advisors Group's Trane Technologies position peaked at $737K in Q3 2024.
  • 1,573 funds tracked by Wall St. Rank held Trane Technologies as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.