MWM
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MinichMacGregor Wealth Management’s Trane Technologies TT Stock Holding History

MinichMacGregor Wealth Management’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
Q1 		– Sell
-128
Closed -$21.5K – 600
2022
Q4 		$21.5K Buy
+128
New +$21.1K 0.01% 305
2018
Q4 		– Sell
-200
Closed -$20K – 486
2018
Q3 		$20K Hold
200
– – 0.01% 221
2018
Q2 		$17K Hold
200
– – 0.01% 231
2018
Q1 		$17K Hold
200
– – 0.01% 226
2017
Q4 		$17K Hold
200
– – 0.01% 225
2017
Q3 		$17K Hold
200
– – 0.01% 216
2017
Q2 		$18K Hold
200
– – 0.02% 208
2017
Q1 		$16K Hold
200
– – 0.01% 210
2016
Q4 		$15K Hold
200
– – 0.01% 208
2016
Q3 		$13K Hold
200
– – 0.01% 234
2016
Q2 		$12K Hold
200
– – 0.01% 236
2016
Q1 		$12K Hold
200
– – 0.01% 224
2015
Q4 		$13K Buy
+200
New +$11.2K 0.01% 208

Other funds holding TT

BlackRock
BlackRock New York $5.7T AUM 30.48% 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 $1.47T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return