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Trane Technologies shares owned by Heritage Financial Services

Quarter-by-quarter ownership of Trane Technologies (TT) shares owned by Heritage Financial Services from 13F filings

Historical chart of Heritage Financial Services investment in Trane Technologies

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All positions including Trane Technologies held by Heritage Financial Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Trane Technologies by Heritage Financial Services

Quarter filed Position value Share count Share price at filing
2024-12-31 $250k 678 369.35
2024-09-30 $264k 678 388.73
2024-06-30 $223k 678 328.93
2024-03-31 $204k 678 300.20
2022-06-30 $87k 675 128.89

More positions owned by Heritage Financial Services

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
J P Morgan Exchange Traded F Income Etf (JPIE)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Ishares Tr Cre U S Reit Etf (USRT)
Ishares Tr Core S&p Ttl Stk (ITOT)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Dimensional Etf Trust Us Sustainabilty (DFSU)
Apple (AAPL)
Ishares Tr Core Msci Intl (IDEV)
Ishares Tr Core Us Aggbd Et (AGG)
Dimensional Etf Trust International (DFSI)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Ishares Core Msci Emkt (IEMG)

View all positions for Heritage Financial Services

Top funds holding Trane Technologies

BlackRock
Vanguard Group
Jpmorgan Chase & Co
FMR
State Street Corporation
Geode Capital Management
Ameriprise Financial
Bank of New York Mellon
Bank of America Corporation
Franklin Resources
Massachusetts Financial Services
Nuveen Asset Management
Ubs Global Asset Management Americas
Northern Trust
Legal & General Group

View all funds holding Trane Technologies