Schechter Investment Advisors’s Trane Technologies TT Stock Holding History

Schechter Investment 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
2025 Q1	$504K	Sell	1,497 -284	-16%	-$103K	0.04%	364
2024 Q4	$658K	Sell	1,781 -207	-10%	-$82.2K	0.05%	324
2024 Q3	$773K	Sell	1,988 -858	-30%	-$298K	0.06%	302
2024 Q2	$936K	Buy	2,846 +38	+1%	+$12.1K	0.07%	250
2024 Q1	$843K	Buy	2,808 +9	+0.3%	+$2.44K	0.06%	277
2023 Q4	$683K	Buy	2,799 +15	+0.5%	+$3.28K	0.06%	296
2023 Q3	$565K	Sell	2,784 -104	-4%	-$20.8K	0.05%	317
2023 Q2	$552K	Buy	2,888 +301	+12%	+$53.4K	0.05%	365
2023 Q1	$476K	Buy	2,587 +17	+0.7%	+$3.09K	0.04%	418
2022 Q4	$432K	Sell	2,570 -1	-0%	-$165	0.04%	539
2022 Q3	$373K	Buy	2,571 +220	+9%	+$32.9K	0.04%	613
2022 Q2	$305K	Buy	+2,351	New	+$325K	0.03%	706

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

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

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

Schechter Investment Advisors's TT Position: Q1 2025 in Review

Schechter Investment Advisors reduced its Trane Technologies (TT) stake by 16% in Q1 2025, selling an estimated $103K and leaving 1,497 shares worth $504K. The position accounts for 0.04% of the portfolio, ranked #364.

Schechter Investment Advisors first reported a position in TT in Q2 2022 and has held it in 12 quarters since. The position peaked at $936K in Q2 2024. 1,535 funds tracked by Wall St. Rank hold TT as of Q1 2025.

Schechter Investment Advisors held 1,497 shares of Trane Technologies worth $504K as of Q1 2025.
Schechter Investment Advisors sold 284 Trane Technologies shares in Q1 2025, an estimated $103K.
Trane Technologies made up 0.04% of Schechter Investment Advisors's portfolio in Q1 2025, its #364 holding.
Schechter Investment Advisors first reported a position in Trane Technologies in Q2 2022 and has held it in 12 quarters since.
Schechter Investment Advisors's Trane Technologies position peaked at $936K in Q2 2024.
1,535 funds tracked by Wall St. Rank held Trane Technologies as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.