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Squar Milner Financial Services’s Trane Technologies TT Stock Holding History

Squar Milner Financial Services’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
Q2 		– Sell
-25
Closed -$2K – 677
2020
Q1 		$2K Sell
25
-64
-72% -$7.77K ﹤0.01% 689
2019
Q4 		$11K Buy
+89
New +$11.3K 0.01% 578
2019
Q3 		– Sell
-32
Closed -$4K – 675
2019
Q2 		$4K Sell
32
-47
-59% -$5.62K ﹤0.01% 640
2019
Q1 		$8K Hold
79
– – 0.01% 576
2018
Q4 		$7K Buy
79
+47
+147% +$4.62K 0.01% 528
2018
Q3 		$3K Hold
32
– – ﹤0.01% 698
2018
Q2 		$3K Buy
+32
New +$2.81K ﹤0.01% 794

Other funds holding TT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Squar Milner Financial Services's TT Position: Q2 2020 in Review

Squar Milner Financial Services sold out of Trane Technologies (TT) in Q2 2020, closing a stake of 25 shares — an estimated $2K sold.

Squar Milner Financial Services first reported a position in TT in Q2 2018 and held it in 7 quarters. The position peaked at $11K in Q4 2019. 754 funds tracked by Wall St. Rank hold TT as of Q2 2020.

  • Squar Milner Financial Services reported no remaining Trane Technologies position as of Q2 2020 after selling out during the quarter.
  • Squar Milner Financial Services sold 25 Trane Technologies shares in Q2 2020, an estimated $2K.
  • Squar Milner Financial Services first reported a position in Trane Technologies in Q2 2018 and held it in 7 quarters.
  • Squar Milner Financial Services's Trane Technologies position peaked at $11K in Q4 2019.
  • 754 funds tracked by Wall St. Rank held Trane Technologies as of Q2 2020.

Based on Squar Milner Financial Services's 13F filing for Q2 2020, filed 16 Jul 2020.