Lee Financial’s Trane Technologies TT Stock Holding History

Lee Financial’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 Q1	–	Sell	-22	Closed	-$5.37K	–	766
2023 Q4	$5.37K	Hold	22	–	–	﹤0.01%	531
2023 Q3	$4.46K	Hold	22	–	–	﹤0.01%	542
2023 Q2	$4.21K	Hold	22	–	–	﹤0.01%	535
2023 Q1	$4.05K	Hold	22	–	–	﹤0.01%	564
2022 Q4	$3.7K	Hold	22	–	–	﹤0.01%	593
2022 Q3	$3K	Hold	22	–	–	﹤0.01%	637
2022 Q2	$3K	Buy	+22	New	+$3.04K	﹤0.01%	648
2022 Q1	–	Sell	-5	Closed	-$1K	–	961
2021 Q4	$1K	Buy	+5	New	+$941	﹤0.01%	878
2020 Q3	–	Sell	-24	Closed	-$2K	–	570
2020 Q2	$2K	Hold	24	–	–	﹤0.01%	498
2020 Q1	$2K	Hold	24	–	–	﹤0.01%	450
2019 Q4	$3K	Hold	24	–	–	﹤0.01%	449
2019 Q3	$3K	Hold	24	–	–	﹤0.01%	464
2019 Q2	$3K	Hold	24	–	–	﹤0.01%	469
2019 Q1	$3K	Sell	24 -14	-37%	-$1.42K	﹤0.01%	459
2018 Q4	$3K	Hold	38	–	–	﹤0.01%	404
2018 Q3	$4K	Sell	38 -82	-68%	-$8.02K	﹤0.01%	427
2018 Q2	$11K	Hold	120	–	–	﹤0.01%	461
2018 Q1	$10K	Buy	+120	New	+$10.8K	﹤0.01%	477

Other funds holding TT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Lee Financial's TT Position: Q1 2024 in Review

Lee Financial sold out of Trane Technologies (TT) in Q1 2024, closing a stake of 22 shares — an estimated $5.37K sold.

Lee Financial first reported a position in TT in Q1 2018 and held it in 18 quarters. The position peaked at $11K in Q2 2018. 1,313 funds tracked by Wall St. Rank hold TT as of Q1 2024.

Lee Financial reported no remaining Trane Technologies position as of Q1 2024 after selling out during the quarter.
Lee Financial sold 22 Trane Technologies shares in Q1 2024, an estimated $5.37K.
Lee Financial first reported a position in Trane Technologies in Q1 2018 and held it in 18 quarters.
Lee Financial's Trane Technologies position peaked at $11K in Q2 2018.
1,313 funds tracked by Wall St. Rank held Trane Technologies as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.