Surevest’s Trane Technologies TT Stock Holding History

Surevest’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
2022 Q3	$1K	Hold	5	–	–	﹤0.01%	495
2022 Q2	$1K	Hold	5	–	–	﹤0.01%	541
2022 Q1	$1K	Hold	5	–	–	﹤0.01%	508
2021 Q4	$1K	Buy	+5	New	+$941	﹤0.01%	517

Other funds holding TT

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

GIM

Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Surevest's TT Position: Q3 2022 in Review

Surevest held its Trane Technologies (TT) position steady in Q3 2022 at 5 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #495.

Surevest first reported a position in TT in Q4 2021 and has held it in 4 quarters since. 919 funds tracked by Wall St. Rank hold TT as of Q3 2022.

Surevest held 5 shares of Trane Technologies worth $1K as of Q3 2022.
Surevest left its Trane Technologies share count unchanged in Q3 2022.
Trane Technologies made up ﹤0.01% of Surevest's portfolio in Q3 2022, its #495 holding.
Surevest first reported a position in Trane Technologies in Q4 2021 and has held it in 4 quarters since.
919 funds tracked by Wall St. Rank held Trane Technologies as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.