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US Financial Advisors’s Trane Technologies TT Stock Holding History

US Financial 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
2021
Q2 		– Sell
-1,800
Closed -$298K – 122
2021
Q1 		$298K Hold
1,800
– – 0.08% 118
2020
Q4 		$261K Buy
+1,800
New +$249K 0.08% 110
2016
Q2 		– Sell
-1,800
Closed -$112K – 367
2016
Q1 		$112K Hold
1,800
– – 0.19% 59
2015
Q4 		$100K Hold
1,800
– – 0.09% 92
2015
Q3 		$91K Hold
1,800
– – 0.15% 76
2015
Q2 		$121K Hold
1,800
– – 0.11% 60
2015
Q1 		$123K Hold
1,800
– – 0.11% 67
2014
Q4 		$1K Buy
+1,800
New +$110K ﹤0.01% 333

Other funds holding TT

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

US Financial Advisors's TT Position: Q2 2021 in Review

US Financial Advisors sold out of Trane Technologies (TT) in Q2 2021, closing a stake of 1,800 shares — an estimated $298K sold.

US Financial Advisors first reported a position in TT in Q4 2014 and held it in 8 quarters. The position peaked at $298K in Q1 2021. 963 funds tracked by Wall St. Rank hold TT as of Q2 2021.

  • US Financial Advisors reported no remaining Trane Technologies position as of Q2 2021 after selling out during the quarter.
  • US Financial Advisors sold 1,800 Trane Technologies shares in Q2 2021, an estimated $298K.
  • US Financial Advisors first reported a position in Trane Technologies in Q4 2014 and held it in 8 quarters.
  • US Financial Advisors's Trane Technologies position peaked at $298K in Q1 2021.
  • 963 funds tracked by Wall St. Rank held Trane Technologies as of Q2 2021.

Based on US Financial Advisors's 13F filing for Q2 2021, filed 10 Aug 2021.