Lenox Wealth Advisors’s Trane Technologies TT Stock Holding History

Lenox Wealth Advisors’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
2022 Q1	$11K	Sell	105 -321	-75%	-$52.5K	﹤0.01%	474
2021 Q4	$55K	Hold	426	–	–	0.01%	251
2021 Q3	$46K	Buy	426 +376	+752%	+$72.3K	0.01%	244
2021 Q2	$2K	Hold	50	–	–	﹤0.01%	649
2021 Q1	$2K	Sell	50 -47	-48%	-$7.28K	﹤0.01%	631
2020 Q4	$9K	Hold	97	–	–	﹤0.01%	439
2020 Q3	$8K	Buy	97 +49	+102%	+$5.5K	﹤0.01%	401
2020 Q2	$1K	Sell	48 -322	-87%	-$28K	﹤0.01%	567
2020 Q1	$16K	Buy	370 +300	+429%	+$36.4K	﹤0.01%	298
2019 Q4	$9K	Buy	+70	New	+$8.87K	﹤0.01%	426
2019 Q2	–	Sell	-120	Closed	-$13K	–	571
2019 Q1	$13K	Buy	+120	New	+$12.2K	﹤0.01%	250

Other funds holding TT

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

GIM

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

Lenox Wealth Advisors's TT Position: Q1 2022 in Review

Lenox Wealth Advisors reduced its Trane Technologies (TT) stake by 75% in Q1 2022, selling an estimated $52.5K and leaving 105 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #474.

Lenox Wealth Advisors first reported a position in TT in Q1 2019 and has held it in 11 quarters since. The position peaked at $55K in Q4 2021. 935 funds tracked by Wall St. Rank hold TT as of Q1 2022.

Lenox Wealth Advisors held 105 shares of Trane Technologies worth $11K as of Q1 2022.
Lenox Wealth Advisors sold 321 Trane Technologies shares in Q1 2022, an estimated $52.5K.
Trane Technologies made up ﹤0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #474 holding.
Lenox Wealth Advisors first reported a position in Trane Technologies in Q1 2019 and has held it in 11 quarters since.
Lenox Wealth Advisors's Trane Technologies position peaked at $55K in Q4 2021.
935 funds tracked by Wall St. Rank held Trane Technologies as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.