TL
TT icon

TrueWealth LLC’s Trane Technologies TT Stock Holding History

TrueWealth LLC’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
Q2 		$49K Hold
547
– – 0.02% 280
2020
Q1 		$45K Sell
547
-32
-6% -$3.88K 0.02% 269
2019
Q4 		$77K Sell
579
-150
-21% -$19K 0.03% 227
2019
Q3 		$90K Hold
729
– – 0.04% 210
2019
Q2 		$92K Buy
729
+32
+5% +$3.83K 0.04% 205
2019
Q1 		$75K Hold
697
– – 0.03% 224
2018
Q4 		$64K Hold
697
– – 0.03% 224
2018
Q3 		$71K Hold
697
– – 0.03% 227
2018
Q2 		$63K Hold
697
– – 0.03% 234
2018
Q1 		$60K Sell
697
-39
-5% -$3.5K 0.03% 240
2017
Q4 		$66K Buy
+736
New +$64.9K 0.03% 257

Other funds holding TT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

TrueWealth LLC's TT Position: Q2 2020 in Review

TrueWealth LLC held its Trane Technologies (TT) position steady in Q2 2020 at 547 shares worth $49K. The position accounts for 0.02% of the portfolio, ranked #280.

TrueWealth LLC first reported a position in TT in Q4 2017 and has held it in 11 quarters since. The position peaked at $92K in Q2 2019. 754 funds tracked by Wall St. Rank hold TT as of Q2 2020.

  • TrueWealth LLC held 547 shares of Trane Technologies worth $49K as of Q2 2020.
  • TrueWealth LLC left its Trane Technologies share count unchanged in Q2 2020.
  • Trane Technologies made up 0.02% of TrueWealth LLC's portfolio in Q2 2020, its #280 holding.
  • TrueWealth LLC first reported a position in Trane Technologies in Q4 2017 and has held it in 11 quarters since.
  • TrueWealth LLC's Trane Technologies position peaked at $92K in Q2 2019.
  • 754 funds tracked by Wall St. Rank held Trane Technologies as of Q2 2020.

Based on TrueWealth LLC's 13F filing for Q2 2020, filed 15 Jul 2020.