Reilly Financial Advisors’s Trane Technologies TT Stock Holding History

Reilly Financial 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
2021 Q4	$21K	Hold	102	–	–	﹤0.01%	570
2021 Q3	$18K	Buy	102 +12	+13%	+$2.31K	﹤0.01%	547
2021 Q2	$17K	Hold	90	–	–	﹤0.01%	586
2021 Q1	$15K	Hold	90	–	–	﹤0.01%	611
2020 Q4	$13K	Hold	90	–	–	﹤0.01%	579
2020 Q3	$11K	Hold	90	–	–	﹤0.01%	557
2020 Q2	$8K	Sell	90 -10	-10%	-$870	﹤0.01%	642
2020 Q1	$8K	Hold	100	–	–	﹤0.01%	604
2019 Q4	$13K	Hold	100	–	–	﹤0.01%	591
2019 Q3	$12K	Sell	100 -500	-83%	-$61K	﹤0.01%	606
2019 Q2	$76K	Hold	600	–	–	0.01%	286
2019 Q1	$65K	Hold	600	–	–	0.01%	300
2018 Q4	$55K	Buy	600 +100	+20%	+$9.83K	0.01%	318
2018 Q3	$51K	Buy	+500	New	+$48.9K	0.01%	363
2018 Q1	–	Sell	-507	Closed	-$45K	–	1055
2017 Q4	$45K	Hold	507	–	–	0.01%	344
2017 Q3	$45K	Hold	507	–	–	0.01%	330
2017 Q2	$46K	Hold	507	–	–	0.01%	322
2017 Q1	$41K	Hold	507	–	–	0.01%	327
2016 Q4	$38K	Buy	+507	New	+$36.6K	0.01%	321

Other funds holding TT

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

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

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

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

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

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Reilly Financial Advisors's TT Position: Q4 2021 in Review

Reilly Financial Advisors held its Trane Technologies (TT) position steady in Q4 2021 at 102 shares worth $21K. The position accounts for ﹤0.01% of the portfolio, ranked #570.

Reilly Financial Advisors first reported a position in TT in Q4 2016 and has held it in 19 quarters since. The position peaked at $76K in Q2 2019. 1,013 funds tracked by Wall St. Rank hold TT as of Q4 2021.

Reilly Financial Advisors held 102 shares of Trane Technologies worth $21K as of Q4 2021.
Reilly Financial Advisors left its Trane Technologies share count unchanged in Q4 2021.
Trane Technologies made up ﹤0.01% of Reilly Financial Advisors's portfolio in Q4 2021, its #570 holding.
Reilly Financial Advisors first reported a position in Trane Technologies in Q4 2016 and has held it in 19 quarters since.
Reilly Financial Advisors's Trane Technologies position peaked at $76K in Q2 2019.
1,013 funds tracked by Wall St. Rank held Trane Technologies as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.