Wilbanks Smith & Thomas Asset Management’s Trane Technologies TT Stock Holding History

Wilbanks Smith & Thomas Asset 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
2024 Q1	$255K	Buy	851 +9	+1%	+$2.44K	0.01%	480
2023 Q4	$205K	Buy	+842	New	+$184K	0.01%	502
2018 Q4	–	Sell	-210	Closed	-$21K	–	1237
2018 Q3	$21K	Buy	+210	New	+$20.5K	﹤0.01%	873
2017 Q3	–	Sell	-2,245	Closed	-$205K	–	352
2017 Q2	$205K	Buy	+2,245	New	+$197K	0.02%	313

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 $609B AUM 40.19% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Wilbanks Smith & Thomas Asset Management's TT Position: Q1 2024 in Review

Wilbanks Smith & Thomas Asset Management increased its Trane Technologies (TT) stake by 1.1% in Q1 2024, buying an estimated $2.44K and bringing the position to 851 shares worth $255K. The position accounts for 0.01% of the portfolio, ranked #480.

Wilbanks Smith & Thomas Asset Management first reported a position in TT in Q2 2017 and has held it in 4 quarters since. 1,312 funds tracked by Wall St. Rank hold TT as of Q1 2024.

Wilbanks Smith & Thomas Asset Management held 851 shares of Trane Technologies worth $255K as of Q1 2024.
Wilbanks Smith & Thomas Asset Management bought 9 Trane Technologies shares in Q1 2024, an estimated $2.44K.
Trane Technologies made up 0.01% of Wilbanks Smith & Thomas Asset Management's portfolio in Q1 2024, its #480 holding.
Wilbanks Smith & Thomas Asset Management first reported a position in Trane Technologies in Q2 2017 and has held it in 4 quarters since.
1,312 funds tracked by Wall St. Rank held Trane Technologies as of Q1 2024.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q1 2024, filed 7 May 2024.