Zeke Capital Advisors’s Trane Technologies TT Stock Holding History

Zeke Capital 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
2022 Q4	$285K	Hold	1,697	–	–	0.02%	346
2022 Q3	$246K	Sell	1,697 -69	-4%	-$10.3K	0.02%	364
2022 Q2	$230K	Buy	+1,766	New	+$244K	0.02%	412
2020 Q1	–	Sell	-5,594	Closed	-$744K	–	490
2019 Q4	$744K	Sell	5,594 -121	-2%	-$15.3K	0.06%	282
2019 Q3	$704K	Buy	5,715 +150	+3%	+$18.3K	0.06%	278
2019 Q2	$705K	Hold	5,565	–	–	0.07%	273
2019 Q1	$601K	Hold	5,565	–	–	0.06%	320
2018 Q4	$508K	Sell	5,565 -1,683	-23%	-$165K	0.05%	331
2018 Q3	$741K	Hold	7,248	–	–	0.06%	306
2018 Q2	$650K	Sell	7,248 -21	-0.3%	-$1.84K	0.06%	250
2018 Q1	$622K	Buy	7,269 +3,825	+111%	+$343K	0.06%	286
2017 Q4	$307K	Buy	+3,444	New	+$304K	0.03%	389

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

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

GIM

Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Zeke Capital Advisors's TT Position: Q4 2022 in Review

Zeke Capital Advisors held its Trane Technologies (TT) position steady in Q4 2022 at 1,697 shares worth $285K. The position accounts for 0.02% of the portfolio, ranked #346.

Zeke Capital Advisors first reported a position in TT in Q4 2017 and has held it in 12 quarters since. The position peaked at $744K in Q4 2019. 968 funds tracked by Wall St. Rank hold TT as of Q4 2022.

Zeke Capital Advisors held 1,697 shares of Trane Technologies worth $285K as of Q4 2022.
Zeke Capital Advisors left its Trane Technologies share count unchanged in Q4 2022.
Trane Technologies made up 0.02% of Zeke Capital Advisors's portfolio in Q4 2022, its #346 holding.
Zeke Capital Advisors first reported a position in Trane Technologies in Q4 2017 and has held it in 12 quarters since.
Zeke Capital Advisors's Trane Technologies position peaked at $744K in Q4 2019.
968 funds tracked by Wall St. Rank held Trane Technologies as of Q4 2022.

Based on Zeke Capital Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.