WMS Partners’s Trane Technologies TT Stock Holding History

WMS Partners’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	–	Sell	-532	Closed	-$207K	–	311
2024 Q3	$207K	Buy	+532	New	+$185K	0.01%	277

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $935B AUM

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

WMS Partners's TT Position: Q4 2024 in Review

WMS Partners sold out of Trane Technologies (TT) in Q4 2024, closing a stake of 532 shares — an estimated $207K sold.

WMS Partners first reported a position in TT in Q3 2024 and held it in 1 quarter. The position peaked at $207K in Q3 2024. 1,572 funds tracked by Wall St. Rank hold TT as of Q4 2024.

WMS Partners reported no remaining Trane Technologies position as of Q4 2024 after selling out during the quarter.
WMS Partners sold 532 Trane Technologies shares in Q4 2024, an estimated $207K.
WMS Partners first reported a position in Trane Technologies in Q3 2024 and held it in 1 quarter.
WMS Partners's Trane Technologies position peaked at $207K in Q3 2024.
1,572 funds tracked by Wall St. Rank held Trane Technologies as of Q4 2024.

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