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TrinityPoint Wealth’s Trane Technologies TT Stock Holding History

TrinityPoint Wealth’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 		$1.39M Buy
3,760
+1
+0% +$397 0.2% 120
2024
Q3 		$1.46M Sell
3,759
-9
-0.2% -$3.12K 0.21% 112
2024
Q2 		$1.24M Sell
3,768
-133
-3% -$42.3K 0.19% 120
2024
Q1 		$1.17M Sell
3,901
-107
-3% -$29K 0.19% 119
2023
Q4 		$977K Sell
4,008
-155
-4% -$33.9K 0.18% 126
2023
Q3 		$845K Sell
4,163
-114
-3% -$22.8K 0.17% 132
2023
Q2 		$818K Sell
4,277
-4,642
-52% -$824K 0.16% 129
2023
Q1 		$1.64M Buy
8,919
+86
+1% +$15.6K 0.35% 76
2022
Q4 		$1.48M Sell
8,833
-77
-0.9% -$12.7K 0.34% 78
2022
Q3 		$1.29M Sell
8,910
-269
-3% -$40.2K 0.29% 90
2022
Q2 		$1.19M Buy
9,179
+272
+3% +$37.6K 0.26% 88
2022
Q1 		$1.36M Buy
8,907
+175
+2% +$28.6K 0.25% 86
2021
Q4 		$1.76M Buy
8,732
+266
+3% +$50.1K 0.31% 74
2021
Q3 		$1.46M Buy
8,466
+490
+6% +$94.2K 0.28% 80
2021
Q2 		$1.47M Hold
7,976
– – 0.3% 81
2021
Q1 		$1.32M Hold
7,976
– – 0.31% 79
2020
Q4 		$1.18M Sell
7,976
-25
-0.3% -$3.45K 0.28% 84
2020
Q3 		$970K Buy
8,001
+3,058
+62% +$343K 0.27% 93
2020
Q2 		$440K Sell
4,943
-6,335
-56% -$551K 0.14% 134
2020
Q1 		$931K Sell
11,278
-169
-1% -$20.5K 0.37% 75
2019
Q4 		$1.52M Sell
11,447
-1,283
-10% -$163K 0.51% 49
2019
Q3 		$1.67M Buy
+12,730
New +$1.55M 0.58% 45

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

TrinityPoint Wealth's TT Position: Q4 2024 in Review

TrinityPoint Wealth increased its Trane Technologies (TT) stake by 0.03% in Q4 2024, buying an estimated $397 and bringing the position to 3,760 shares worth $1.39M. The position accounts for 0.2% of the portfolio, ranked #120.

TrinityPoint Wealth first reported a position in TT in Q3 2019 and has held it in 22 quarters since. The position peaked at $1.76M in Q4 2021. 1,572 funds tracked by Wall St. Rank hold TT as of Q4 2024.

  • TrinityPoint Wealth held 3,760 shares of Trane Technologies worth $1.39M as of Q4 2024.
  • TrinityPoint Wealth bought 1 Trane Technologies share in Q4 2024, an estimated $397.
  • Trane Technologies made up 0.2% of TrinityPoint Wealth's portfolio in Q4 2024, its #120 holding.
  • TrinityPoint Wealth first reported a position in Trane Technologies in Q3 2019 and has held it in 22 quarters since.
  • TrinityPoint Wealth's Trane Technologies position peaked at $1.76M in Q4 2021.
  • 1,572 funds tracked by Wall St. Rank held Trane Technologies as of Q4 2024.

Based on TrinityPoint Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.