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Sugarloaf Wealth Management’s Trane Technologies TT Stock Holding History

Sugarloaf 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
2024
Q4 		$38.1K Hold
103
– – 0.01% 330
2024
Q3 		$40K Hold
103
– – 0.01% 324
2024
Q2 		$33.8K Buy
103
+1
+1% +$318 0.01% 335
2024
Q1 		$30.7K Hold
102
– – 0.01% 352
2023
Q4 		$24.9K Hold
102
– – 0.01% 363
2023
Q3 		$20.6K Buy
102
+1
+1% +$200 0.01% 380
2023
Q2 		$19.4K Buy
101
+1
+1% +$177 ﹤0.01% 392
2023
Q1 		$18.6K Hold
100
– – ﹤0.01% 402
2022
Q4 		$16.9K Hold
100
– – ﹤0.01% 433
2022
Q3 		$15K Buy
+100
New +$14.9K ﹤0.01% 459

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Sugarloaf Wealth Management's TT Position: Q4 2024 in Review

Sugarloaf Wealth Management held its Trane Technologies (TT) position steady in Q4 2024 at 103 shares worth $38.1K. The position accounts for 0.01% of the portfolio, ranked #330.

Sugarloaf Wealth Management first reported a position in TT in Q3 2022 and has held it in 10 quarters since. The position peaked at $40K in Q3 2024. 1,572 funds tracked by Wall St. Rank hold TT as of Q4 2024.

  • Sugarloaf Wealth Management held 103 shares of Trane Technologies worth $38.1K as of Q4 2024.
  • Sugarloaf Wealth Management left its Trane Technologies share count unchanged in Q4 2024.
  • Trane Technologies made up 0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #330 holding.
  • Sugarloaf Wealth Management first reported a position in Trane Technologies in Q3 2022 and has held it in 10 quarters since.
  • Sugarloaf Wealth Management's Trane Technologies position peaked at $40K in Q3 2024.
  • 1,572 funds tracked by Wall St. Rank held Trane Technologies as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.