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Sterling Financial Planning’s Trane Technologies TT Stock Holding History

Sterling Financial Planning’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
2021
Q4 		– Sell
-86
Closed -$15K – 368
2021
Q3 		$15K Sell
86
-27
-24% -$5.19K 0.01% 285
2021
Q2 		$21K Sell
113
-65
-37% -$11.6K 0.01% 254
2021
Q1 		$29K Hold
178
– – 0.02% 200
2020
Q4 		$26K Buy
+178
New +$24.6K 0.02% 194

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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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

Sterling Financial Planning's TT Position: Q4 2021 in Review

Sterling Financial Planning sold out of Trane Technologies (TT) in Q4 2021, closing a stake of 86 shares — an estimated $15K sold.

Sterling Financial Planning first reported a position in TT in Q4 2020 and held it in 4 quarters. The position peaked at $29K in Q1 2021. 1,013 funds tracked by Wall St. Rank hold TT as of Q4 2021.

  • Sterling Financial Planning reported no remaining Trane Technologies position as of Q4 2021 after selling out during the quarter.
  • Sterling Financial Planning sold 86 Trane Technologies shares in Q4 2021, an estimated $15K.
  • Sterling Financial Planning first reported a position in Trane Technologies in Q4 2020 and held it in 4 quarters.
  • Sterling Financial Planning's Trane Technologies position peaked at $29K in Q1 2021.
  • 1,013 funds tracked by Wall St. Rank held Trane Technologies as of Q4 2021.

Based on Sterling Financial Planning's 13F filing for Q4 2021, filed 2 Feb 2022.