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Lucus Advisors’s Trane Technologies TT Stock Holding History

Lucus 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
2018
Q1 		$220K Buy
+2,568
New +$230K 0.38% 100
2017
Q4 		– Sell
-3,944
Closed -$352K – 249
2017
Q3 		$352K Buy
+3,944
New +$349K 0.5% 34

Other funds holding TT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Lucus Advisors's TT Position: Q1 2018 in Review

Lucus Advisors opened a new position in Trane Technologies (TT) in Q1 2018: 2,568 shares worth $220K. The stake represents 0.38% of the portfolio and ranks #100 among its holdings. This is a return to the name: Lucus Advisors previously reported a position in TT as recently as Q3 2017.

Lucus Advisors first reported a position in TT in Q3 2017 and has held it in 2 quarters since. The position peaked at $352K in Q3 2017. 752 funds tracked by Wall St. Rank hold TT as of Q1 2018.

  • Lucus Advisors held 2,568 shares of Trane Technologies worth $220K as of Q1 2018.
  • Trane Technologies was a new Lucus Advisors position in Q1 2018.
  • Trane Technologies made up 0.38% of Lucus Advisors's portfolio in Q1 2018, its #100 holding.
  • Lucus Advisors first reported a position in Trane Technologies in Q3 2017 and has held it in 2 quarters since.
  • Lucus Advisors's Trane Technologies position peaked at $352K in Q3 2017.
  • 752 funds tracked by Wall St. Rank held Trane Technologies as of Q1 2018.

Based on Lucus Advisors's 13F filing for Q1 2018, filed 15 May 2018.