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Spartan Planning & Wealth Management’s Trane Technologies TT Stock Holding History

Spartan Planning & 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
2023
Q4 		$119K Sell
488
-1,730
-78% -$378K 0.13% 84
2023
Q3 		$450K Buy
+2,218
New +$444K 0.53% 29
2022
Q4 		$345K Buy
+2,050
New +$338K 0.43% 39

Other funds holding TT

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return

Spartan Planning & Wealth Management's TT Position: Q4 2023 in Review

Spartan Planning & Wealth Management reduced its Trane Technologies (TT) stake by 78% in Q4 2023, selling an estimated $378K and leaving 488 shares worth $119K. The position accounts for 0.13% of the portfolio, ranked #84.

Spartan Planning & Wealth Management first reported a position in TT in Q4 2022 and has held it in 3 quarters since. The position peaked at $450K in Q3 2023. 1,190 funds tracked by Wall St. Rank hold TT as of Q4 2023.

  • Spartan Planning & Wealth Management held 488 shares of Trane Technologies worth $119K as of Q4 2023.
  • Spartan Planning & Wealth Management sold 1,730 Trane Technologies shares in Q4 2023, an estimated $378K.
  • Trane Technologies made up 0.13% of Spartan Planning & Wealth Management's portfolio in Q4 2023, its #84 holding.
  • Spartan Planning & Wealth Management first reported a position in Trane Technologies in Q4 2022 and has held it in 3 quarters since.
  • Spartan Planning & Wealth Management's Trane Technologies position peaked at $450K in Q3 2023.
  • 1,190 funds tracked by Wall St. Rank held Trane Technologies as of Q4 2023.

Based on Spartan Planning & Wealth Management's 13F filing for Q4 2023, filed 12 Mar 2024.