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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
2024-09-30 $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)
Ishares Tr Core Msci Intl (IDEV)
Apple (AAPL)
Ishares Tr Core Us Aggbd Et (AGG)
Dimensional Etf Trust International (DFSI)
Dimensional Etf Trust Emerging Mkts Va (DFEV)
Ishares Core Msci Emkt (IEMG)
Microsoft Corporation (MSFT)

View all positions for Heritage Financial Services

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