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Sheets Smith Wealth Management’s Trane Technologies TT Stock Holding History

Sheets Smith Wealth Management’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
Q1 		– Sell
-6,572
Closed -$867K – 325
2019
Q4 		$867K Sell
6,572
-187
-3% -$23.7K 0.17% 135
2019
Q3 		$833K Buy
6,759
+272
+4% +$33.2K 0.17% 138
2019
Q2 		$822K Buy
6,487
+3,217
+98% +$385K 0.17% 145
2019
Q1 		$353K Buy
+3,270
New +$331K 0.08% 249

Other funds holding TT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Sheets Smith Wealth Management's TT Position: Q1 2020 in Review

Sheets Smith Wealth Management sold out of Trane Technologies (TT) in Q1 2020, closing a stake of 6,572 shares — an estimated $867K sold.

Sheets Smith Wealth Management first reported a position in TT in Q1 2019 and held it in 4 quarters. The position peaked at $867K in Q4 2019. 763 funds tracked by Wall St. Rank hold TT as of Q1 2020.

  • Sheets Smith Wealth Management reported no remaining Trane Technologies position as of Q1 2020 after selling out during the quarter.
  • Sheets Smith Wealth Management sold 6,572 Trane Technologies shares in Q1 2020, an estimated $867K.
  • Sheets Smith Wealth Management first reported a position in Trane Technologies in Q1 2019 and held it in 4 quarters.
  • Sheets Smith Wealth Management's Trane Technologies position peaked at $867K in Q4 2019.
  • 763 funds tracked by Wall St. Rank held Trane Technologies as of Q1 2020.

Based on Sheets Smith Wealth Management's 13F filing for Q1 2020, filed 28 Apr 2020.