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SC&H Financial Advisors’s Trane Technologies TT Stock Holding History

SC&H 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
2024
Q1 		– Sell
-881
Closed -$215K – 147
2023
Q4 		$215K Buy
+881
New +$193K 0.06% 135
2022
Q2 		– Sell
-1,866
Closed -$285K – 157
2022
Q1 		$285K Sell
1,866
-310
-14% -$50.7K 0.14% 123
2021
Q4 		$440K Buy
+2,176
New +$409K 0.24% 97

Other funds holding TT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

SC&H Financial Advisors's TT Position: Q1 2024 in Review

SC&H Financial Advisors sold out of Trane Technologies (TT) in Q1 2024, closing a stake of 881 shares — an estimated $215K sold.

SC&H Financial Advisors first reported a position in TT in Q4 2021 and held it in 3 quarters. The position peaked at $440K in Q4 2021. 1,311 funds tracked by Wall St. Rank hold TT as of Q1 2024.

  • SC&H Financial Advisors reported no remaining Trane Technologies position as of Q1 2024 after selling out during the quarter.
  • SC&H Financial Advisors sold 881 Trane Technologies shares in Q1 2024, an estimated $215K.
  • SC&H Financial Advisors first reported a position in Trane Technologies in Q4 2021 and held it in 3 quarters.
  • SC&H Financial Advisors's Trane Technologies position peaked at $440K in Q4 2021.
  • 1,311 funds tracked by Wall St. Rank held Trane Technologies as of Q1 2024.

Based on SC&H Financial Advisors's 13F filing for Q1 2024, filed 2 May 2024.