McClarren Financial Advisors’s Trane Technologies TT Stock Holding History

McClarren Financial Advisors’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	-398	Closed	-$97K	–	423
2023 Q4	$97K	Hold	398	–	–	0.07%	113
2023 Q3	$80K	Hold	398	–	–	0.07%	120
2023 Q2	$76K	Buy	398 +2	+0.5%	+$355	0.06%	127
2023 Q1	$72K	Buy	396 +2	+0.5%	+$363	0.07%	120
2022 Q4	$66K	Buy	394 +3	+0.8%	+$495	0.06%	126
2022 Q3	$56K	Buy	+391	New	+$58.4K	0.06%	119
2022 Q2	–	Sell	-389	Closed	-$59K	–	253
2022 Q1	$59K	Buy	389 +1	+0.3%	+$164	0.04%	115
2021 Q4	$79K	Buy	388 +2	+0.5%	+$376	0.05%	107
2021 Q3	$66K	Sell	386 -5	-1%	-$962	0.05%	100
2021 Q2	$72K	Hold	391	–	–	0.06%	98
2021 Q1	$65K	Buy	391 +2	+0.5%	+$310	0.06%	97
2020 Q4	$56K	Buy	+389	New	+$53.7K	0.05%	97

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

McClarren Financial Advisors's TT Position: Q1 2024 in Review

McClarren Financial Advisors sold out of Trane Technologies (TT) in Q1 2024, closing a stake of 398 shares — an estimated $97K sold.

McClarren Financial Advisors first reported a position in TT in Q4 2020 and held it in 12 quarters. The position peaked at $97K in Q4 2023. 1,313 funds tracked by Wall St. Rank hold TT as of Q1 2024.

McClarren Financial Advisors reported no remaining Trane Technologies position as of Q1 2024 after selling out during the quarter.
McClarren Financial Advisors sold 398 Trane Technologies shares in Q1 2024, an estimated $97K.
McClarren Financial Advisors first reported a position in Trane Technologies in Q4 2020 and held it in 12 quarters.
McClarren Financial Advisors's Trane Technologies position peaked at $97K in Q4 2023.
1,313 funds tracked by Wall St. Rank held Trane Technologies as of Q1 2024.

Based on McClarren Financial Advisors's 13F filing for Q1 2024, filed 3 May 2024.