Lehman Financial Resources’s Trane Technologies TT Stock Holding History

Lehman Financial Resources’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
2015 Q4	–	Sell	-372	Closed	-$18K	–	324
2015 Q3	$18K	Hold	372	–	–	0.01%	262
2015 Q2	$25K	Hold	372	–	–	0.01%	232
2015 Q1	$25K	Hold	372	–	–	0.01%	230
2014 Q4	$24K	Hold	372	–	–	0.01%	218
2014 Q3	$21K	Hold	372	–	–	0.01%	234
2014 Q2	$23K	Hold	372	–	–	0.01%	217
2014 Q1	$21K	Hold	372	–	–	0.01%	217
2013 Q4	$23K	Sell	372 -94	-20%	-$5.18K	0.01%	203
2013 Q3	$24K	Hold	466	–	–	0.02%	188
2013 Q2	$21K	Buy	+466	New	+$20.7K	0.01%	174

Other funds holding TT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

GIM

Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Lehman Financial Resources's TT Position: Q4 2015 in Review

Lehman Financial Resources sold out of Trane Technologies (TT) in Q4 2015, closing a stake of 372 shares — an estimated $18K sold.

Lehman Financial Resources first reported a position in TT in Q2 2013 and held it in 10 quarters. The position peaked at $25K in Q2 2015. 553 funds tracked by Wall St. Rank hold TT as of Q4 2015.

Lehman Financial Resources reported no remaining Trane Technologies position as of Q4 2015 after selling out during the quarter.
Lehman Financial Resources sold 372 Trane Technologies shares in Q4 2015, an estimated $18K.
Lehman Financial Resources first reported a position in Trane Technologies in Q2 2013 and held it in 10 quarters.
Lehman Financial Resources's Trane Technologies position peaked at $25K in Q2 2015.
553 funds tracked by Wall St. Rank held Trane Technologies as of Q4 2015.

Based on Lehman Financial Resources's 13F filing for Q4 2015, filed 17 Feb 2016.