SGI
TT icon

Summit Global Investments’s Trane Technologies TT Stock Holding History

Summit Global Investments’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
2025
Q1 		– Sell
-2,989
Closed -$1.1M – 581
2024
Q4 		$1.1M Sell
2,989
-544
-15% -$216K 0.07% 194
2024
Q3 		$1.37M Buy
+3,533
New +$1.23M 0.09% 186

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

Summit Global Investments's TT Position: Q1 2025 in Review

Summit Global Investments sold out of Trane Technologies (TT) in Q1 2025, closing a stake of 2,989 shares — an estimated $1.1M sold.

Summit Global Investments first reported a position in TT in Q3 2024 and held it in 2 quarters. The position peaked at $1.37M in Q3 2024. 1,535 funds tracked by Wall St. Rank hold TT as of Q1 2025.

  • Summit Global Investments reported no remaining Trane Technologies position as of Q1 2025 after selling out during the quarter.
  • Summit Global Investments sold 2,989 Trane Technologies shares in Q1 2025, an estimated $1.1M.
  • Summit Global Investments first reported a position in Trane Technologies in Q3 2024 and held it in 2 quarters.
  • Summit Global Investments's Trane Technologies position peaked at $1.37M in Q3 2024.
  • 1,535 funds tracked by Wall St. Rank held Trane Technologies as of Q1 2025.

Based on Summit Global Investments's 13F filing for Q1 2025, filed 7 Apr 2025.