Private Ocean’s Trane Technologies TT Stock Holding History

Private Ocean’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
2020 Q2	–	Sell	-80	Closed	-$6K	–	570
2020 Q1	$6K	Sell	80 -37	-32%	-$4.49K	﹤0.01%	431
2019 Q4	$16K	Buy	117 +37	+46%	+$4.69K	﹤0.01%	355
2019 Q3	$10K	Buy	+80	New	+$9.76K	﹤0.01%	411

Other funds holding TT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Private Ocean's TT Position: Q2 2020 in Review

Private Ocean sold out of Trane Technologies (TT) in Q2 2020, closing a stake of 80 shares — an estimated $6K sold.

Private Ocean first reported a position in TT in Q3 2019 and held it in 3 quarters. The position peaked at $16K in Q4 2019. 753 funds tracked by Wall St. Rank hold TT as of Q2 2020.

Private Ocean reported no remaining Trane Technologies position as of Q2 2020 after selling out during the quarter.
Private Ocean sold 80 Trane Technologies shares in Q2 2020, an estimated $6K.
Private Ocean first reported a position in Trane Technologies in Q3 2019 and held it in 3 quarters.
Private Ocean's Trane Technologies position peaked at $16K in Q4 2019.
753 funds tracked by Wall St. Rank held Trane Technologies as of Q2 2020.

Based on Private Ocean's 13F filing for Q2 2020, filed 24 Jul 2020.