Lumature Wealth Partners’s Trane Technologies TT Stock Holding History

Lumature Wealth 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 Q2	$683K	Buy	3,572 +446	+14%	+$79.2K	0.41%	51
2023 Q1	$575K	Buy	3,126 +436	+16%	+$79.1K	0.32%	58
2022 Q4	$452K	Sell	2,690 -360	-12%	-$59.4K	0.25%	76
2022 Q3	$442K	Sell	3,050 -355	-10%	-$53K	0.24%	75
2022 Q2	$442K	Buy	3,405 +3,349	+5,980%	+$463K	0.2%	84
2022 Q1	$9K	Buy	56 +9	+19%	+$1.47K	﹤0.01%	346
2021 Q4	$9K	Buy	47 +1	+2%	+$188	﹤0.01%	342
2021 Q3	$8K	Buy	46 +24	+109%	+$4.62K	﹤0.01%	352
2021 Q2	$4K	Buy	+22	New	+$3.92K	﹤0.01%	344

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 $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $609B AUM 40.19% 1-Year Est. Return

GIM

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

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Lumature Wealth Partners's TT Position: Q2 2023 in Review

Lumature Wealth Partners increased its Trane Technologies (TT) stake by 14% in Q2 2023, buying an estimated $79.2K and bringing the position to 3,572 shares worth $683K. The position accounts for 0.41% of the portfolio, ranked #51.

Lumature Wealth Partners first reported a position in TT in Q2 2021 and has held it in 9 quarters since. 1,014 funds tracked by Wall St. Rank hold TT as of Q2 2023.

Lumature Wealth Partners held 3,572 shares of Trane Technologies worth $683K as of Q2 2023.
Lumature Wealth Partners bought 446 Trane Technologies shares in Q2 2023, an estimated $79.2K.
Trane Technologies made up 0.41% of Lumature Wealth Partners's portfolio in Q2 2023, its #51 holding.
Lumature Wealth Partners first reported a position in Trane Technologies in Q2 2021 and has held it in 9 quarters since.
1,014 funds tracked by Wall St. Rank held Trane Technologies as of Q2 2023.

Based on Lumature Wealth Partners's 13F filing for Q2 2023, filed 14 Aug 2023.