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Trane Technologies shares owned by Forum Private Client Group

Quarter-by-quarter ownership of Trane Technologies (TT) shares owned by Forum Private Client Group from 13F filings

Historical chart of Forum Private Client Group investment in Trane Technologies

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All positions including Trane Technologies held by Forum Private Client Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Trane Technologies by Forum Private Client Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $208k 534 388.73
2024-03-31 $213k 709 300.20

More positions owned by Forum Private Client Group

J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Vanguard Whitehall Fds High Div Yld (VYM)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Ishares Tr Core Total Usd (IUSB)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr Core Msci Total (IXUS)
Ishares Tr Core Intl Aggr (IAGG)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Mid Cap Etf (VO)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Core Us Aggbd Et (AGG)
Eli Lilly & Co. (LLY)
Ishares Tr Core S&p Mcp Etf (IJH)

View all positions for Forum Private Client Group

Top funds holding Trane Technologies

BlackRock
BlackRock
Vanguard Group
Jpmorgan Chase & Co
State Street Corporation
Geode Capital Management
Morgan Stanley
Bank of New York Mellon
Bank of America Corporation
Franklin Resources
Massachusetts Financial Services
Nuveen Asset Management
Northern Trust
Fisher Investments
Alphinity Investment Management Pty

View all funds holding Trane Technologies