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Morton Brown Family Wealth’s Trane Technologies TT Stock Holding History

Morton Brown Family Wealth’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
2022
Q1 		– Sell
-7
Closed -$1K – 208
2021
Q4 		$1K Buy
+7
New +$1.32K ﹤0.01% 212

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Ameriprise
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Wellington Management Group
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Massachusetts Financial Services
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

Morton Brown Family Wealth's TT Position: Q1 2022 in Review

Morton Brown Family Wealth sold out of Trane Technologies (TT) in Q1 2022, closing a stake of 7 shares — an estimated $1K sold.

Morton Brown Family Wealth first reported a position in TT in Q4 2021 and held it in 1 quarter. The position peaked at $1K in Q4 2021. 934 funds tracked by Wall St. Rank hold TT as of Q1 2022.

  • Morton Brown Family Wealth reported no remaining Trane Technologies position as of Q1 2022 after selling out during the quarter.
  • Morton Brown Family Wealth sold 7 Trane Technologies shares in Q1 2022, an estimated $1K.
  • Morton Brown Family Wealth first reported a position in Trane Technologies in Q4 2021 and held it in 1 quarter.
  • Morton Brown Family Wealth's Trane Technologies position peaked at $1K in Q4 2021.
  • 934 funds tracked by Wall St. Rank held Trane Technologies as of Q1 2022.

Based on Morton Brown Family Wealth's 13F filing for Q1 2022, filed 20 Apr 2022.