Zurich Insurance Group’s Trane Technologies TT Stock Holding History

Zurich Insurance Group’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
2023 Q3	–	Sell	-9,700	Closed	-$1.86M	–	289
2023 Q2	$1.86M	Hold	9,700	–	–	0.02%	151
2023 Q1	$1.78M	Buy	+9,700	New	+$1.76M	0.02%	154
2021 Q2	–	Sell	-9,500	Closed	-$1.57M	–	262
2021 Q1	$1.57M	Buy	+9,500	New	+$1.47M	0.02%	146
2019 Q4	–	Sell	-95,802	Closed	-$11.8M	–	468
2019 Q3	$11.8M	Buy	95,802 +3,171	+3%	+$387K	0.22%	116
2019 Q2	$11.7M	Buy	92,631 +3,636	+4%	+$435K	0.23%	120
2019 Q1	$9.61M	Sell	88,995 -36,657	-29%	-$3.71M	0.21%	148
2018 Q4	$11.5M	Sell	125,652 -3,356	-3%	-$330K	0.28%	108
2018 Q3	$13.2M	Buy	+129,008	New	+$12.6M	0.28%	106
2018 Q1	–	Sell	-43,695	Closed	-$3.9M	–	581
2017 Q4	$3.9M	Buy	43,695 +4,819	+12%	+$425K	0.09%	272
2017 Q3	$3.47M	Sell	38,876 -14,015	-26%	-$1.24M	0.09%	246
2017 Q2	$4.83M	Buy	+52,891	New	+$4.64M	0.14%	177

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 $544B AUM 28.31% 1-Year Est. Return

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

GIM

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

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

Zurich Insurance Group's TT Position: Q3 2023 in Review

Zurich Insurance Group sold out of Trane Technologies (TT) in Q3 2023, closing a stake of 9,700 shares — an estimated $1.86M sold.

Zurich Insurance Group first reported a position in TT in Q2 2017 and held it in 11 quarters. The position peaked at $13.2M in Q3 2018. 1,051 funds tracked by Wall St. Rank hold TT as of Q3 2023.

Zurich Insurance Group reported no remaining Trane Technologies position as of Q3 2023 after selling out during the quarter.
Zurich Insurance Group sold 9,700 Trane Technologies shares in Q3 2023, an estimated $1.86M.
Zurich Insurance Group first reported a position in Trane Technologies in Q2 2017 and held it in 11 quarters.
Zurich Insurance Group's Trane Technologies position peaked at $13.2M in Q3 2018.
1,051 funds tracked by Wall St. Rank held Trane Technologies as of Q3 2023.

Based on Zurich Insurance Group's 13F filing for Q3 2023, filed 14 Nov 2023.