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	–	485
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 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 $3.37T AUM 44.26% 1-Year Est. Return

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

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

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

GIM

Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return

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

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

MinichMacGregor Wealth Management's TT Position: Q1 2023 in Review

MinichMacGregor Wealth Management sold out of Trane Technologies (TT) in Q1 2023, closing a stake of 128 shares — an estimated $21.5K sold.

MinichMacGregor Wealth Management first reported a position in TT in Q4 2015 and held it in 13 quarters. The position peaked at $21.5K in Q4 2022. 1,005 funds tracked by Wall St. Rank hold TT as of Q1 2023.

MinichMacGregor Wealth Management reported no remaining Trane Technologies position as of Q1 2023 after selling out during the quarter.
MinichMacGregor Wealth Management sold 128 Trane Technologies shares in Q1 2023, an estimated $21.5K.
MinichMacGregor Wealth Management first reported a position in Trane Technologies in Q4 2015 and held it in 13 quarters.
MinichMacGregor Wealth Management's Trane Technologies position peaked at $21.5K in Q4 2022.
1,005 funds tracked by Wall St. Rank held Trane Technologies as of Q1 2023.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2023, filed 19 Apr 2023.