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SVA Wealth Management’s Trane Technologies TT Stock Holding History

SVA 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
2020
Q4 		$536K Buy
+3,691
New +$510K 0.05% 160

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

SVA Wealth Management's TT Position: Q4 2020 in Review

SVA Wealth Management opened a new position in Trane Technologies (TT) in Q4 2020: 3,691 shares worth $536K. The stake represents 0.05% of the portfolio and ranks #160 among its holdings.

897 funds tracked by Wall St. Rank hold TT as of Q4 2020.

  • SVA Wealth Management held 3,691 shares of Trane Technologies worth $536K as of Q4 2020.
  • Trane Technologies was a new SVA Wealth Management position in Q4 2020.
  • Trane Technologies made up 0.05% of SVA Wealth Management's portfolio in Q4 2020, its #160 holding.
  • 897 funds tracked by Wall St. Rank held Trane Technologies as of Q4 2020.

Based on SVA Wealth Management's 13F filing for Q4 2020, filed 4 Feb 2021.