Sutton Wealth Advisors’s Trane Technologies TT Stock Holding History

Sutton Wealth Advisors’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
2023 Q3	$41K	Hold	202	–	–	0.02%	251
2023 Q2	$38.6K	Hold	202	–	–	0.02%	259
2023 Q1	$37.2K	Sell	202 -12	-6%	-$2.18K	0.02%	234
2022 Q4	$36K	Hold	214	–	–	0.01%	488
2022 Q3	$31K	Hold	214	–	–	0.01%	514
2022 Q2	$27.8K	Buy	214 +12	+6%	+$1.66K	0.01%	555
2022 Q1	$30.8K	Hold	202	–	–	0.01%	566
2021 Q4	$40.8K	Hold	202	–	–	0.01%	483
2021 Q3	$34.9K	Buy	202 +2	+1%	+$385	0.01%	505
2021 Q2	$36.8K	Hold	200	–	–	0.01%	497
2021 Q1	$33.1K	Buy	200 +1	+0.5%	+$155	0.01%	519
2020 Q4	$28.9K	Buy	199 +3	+2%	+$414	0.01%	506
2020 Q3	$23.8K	Buy	196 +8	+4%	+$898	0.01%	494
2020 Q2	$16.7K	Sell	188 -82	-30%	-$7.13K	0.01%	588
2020 Q1	$22.3K	Hold	270	–	–	0.01%	446
2019 Q4	$35.9K	Hold	270	–	–	0.02%	408
2019 Q3	$33.3K	Hold	270	–	–	0.02%	416
2019 Q2	$34.2K	Buy	270 +9	+3%	+$1.08K	0.02%	414
2019 Q1	$28.2K	Buy	261 +11	+4%	+$1.11K	0.02%	467
2018 Q4	$22.8K	Buy	250 +77	+45%	+$7.57K	0.01%	485
2018 Q3	$17.7K	Buy	+173	New	+$16.9K	0.01%	637

Other funds holding TT

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 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

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

Sutton Wealth Advisors's TT Position: Q3 2023 in Review

Sutton Wealth Advisors held its Trane Technologies (TT) position steady in Q3 2023 at 202 shares worth $41K. The position accounts for 0.02% of the portfolio, ranked #251.

Sutton Wealth Advisors first reported a position in TT in Q3 2018 and has held it in 21 quarters since. 1,052 funds tracked by Wall St. Rank hold TT as of Q3 2023.

Sutton Wealth Advisors held 202 shares of Trane Technologies worth $41K as of Q3 2023.
Sutton Wealth Advisors left its Trane Technologies share count unchanged in Q3 2023.
Trane Technologies made up 0.02% of Sutton Wealth Advisors's portfolio in Q3 2023, its #251 holding.
Sutton Wealth Advisors first reported a position in Trane Technologies in Q3 2018 and has held it in 21 quarters since.
1,052 funds tracked by Wall St. Rank held Trane Technologies as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.