Personal Capital Advisors’s Trane Technologies TT Stock Holding History

Personal Capital 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
2022 Q4	$221K	Sell	1,317 -1,449	-52%	-$239K	﹤0.01%	447
2022 Q3	$401K	Buy	+2,766	New	+$413K	﹤0.01%	314
2022 Q2	–	Sell	-1,394	Closed	-$213K	–	490
2022 Q1	$213K	Sell	1,394 -42	-3%	-$6.87K	﹤0.01%	472
2021 Q4	$290K	Sell	1,436 -63	-4%	-$11.9K	﹤0.01%	444
2021 Q3	$259K	Buy	1,499 +276	+23%	+$53.1K	﹤0.01%	435
2021 Q2	$225K	Buy	1,223 +15	+1%	+$2.67K	﹤0.01%	455
2021 Q1	$200K	Buy	+1,208	New	+$187K	﹤0.01%	465

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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

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

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

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

Personal Capital Advisors's TT Position: Q4 2022 in Review

Personal Capital Advisors reduced its Trane Technologies (TT) stake by 52% in Q4 2022, selling an estimated $239K and leaving 1,317 shares worth $221K. The position accounts for ﹤0.01% of the portfolio, ranked #447.

Personal Capital Advisors first reported a position in TT in Q1 2021 and has held it in 7 quarters since. The position peaked at $401K in Q3 2022. 967 funds tracked by Wall St. Rank hold TT as of Q4 2022.

Personal Capital Advisors held 1,317 shares of Trane Technologies worth $221K as of Q4 2022.
Personal Capital Advisors sold 1,449 Trane Technologies shares in Q4 2022, an estimated $239K.
Trane Technologies made up ﹤0.01% of Personal Capital Advisors's portfolio in Q4 2022, its #447 holding.
Personal Capital Advisors first reported a position in Trane Technologies in Q1 2021 and has held it in 7 quarters since.
Personal Capital Advisors's Trane Technologies position peaked at $401K in Q3 2022.
967 funds tracked by Wall St. Rank held Trane Technologies as of Q4 2022.

Based on Personal Capital Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.