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Simplicity Solutions’s Trane Technologies TT Stock Holding History

Simplicity Solutions’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
2023
Q4 		$872K Buy
3,577
+113
+3% +$24.7K 0.02% 482
2023
Q3 		$703K Sell
3,464
-135
-4% -$27K 0.02% 509
2023
Q2 		$688K Sell
3,599
-351
-9% -$62.3K 0.02% 573
2023
Q1 		$727K Buy
3,950
+1,779
+82% +$323K 0.02% 579
2022
Q4 		$365K Buy
2,171
+332
+18% +$54.8K 0.05% 428
2022
Q3 		$266K Buy
+1,839
New +$275K 0.04% 500
2022
Q1 		– Sell
-2,050
Closed -$414K – 647
2021
Q4 		$414K Buy
+2,050
New +$386K 0.05% 436
2021
Q1 		– Sell
-15,733
Closed -$2.28M – 928
2020
Q4 		$2.28M Sell
15,733
-10
-0.1% -$1.38K 0.03% 357
2020
Q3 		$1.91M Buy
15,743
+1,154
+8% +$130K 0.04% 341
2020
Q2 		$1.3M Buy
+14,589
New +$1.27M 0.03% 399
2020
Q1 		– Sell
-2,000
Closed -$266K – 896
2019
Q4 		$266K Buy
+2,000
New +$253K 0.01% 712
2019
Q1 		– Sell
-3,457
Closed -$316K – 804
2018
Q4 		$316K Buy
+3,457
New +$340K 0.04% 433

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Simplicity Solutions's TT Position: Q4 2023 in Review

Simplicity Solutions increased its Trane Technologies (TT) stake by 3.3% in Q4 2023, buying an estimated $24.7K and bringing the position to 3,577 shares worth $872K. The position accounts for 0.02% of the portfolio, ranked #482.

Simplicity Solutions first reported a position in TT in Q4 2018 and has held it in 12 quarters since. The position peaked at $2.28M in Q4 2020. 1,189 funds tracked by Wall St. Rank hold TT as of Q4 2023.

  • Simplicity Solutions held 3,577 shares of Trane Technologies worth $872K as of Q4 2023.
  • Simplicity Solutions bought 113 Trane Technologies shares in Q4 2023, an estimated $24.7K.
  • Trane Technologies made up 0.02% of Simplicity Solutions's portfolio in Q4 2023, its #482 holding.
  • Simplicity Solutions first reported a position in Trane Technologies in Q4 2018 and has held it in 12 quarters since.
  • Simplicity Solutions's Trane Technologies position peaked at $2.28M in Q4 2020.
  • 1,189 funds tracked by Wall St. Rank held Trane Technologies as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.