AWM
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Accurate Wealth Management’s Lennox International LII Stock Holding History

Accurate Wealth Management’s Portfolio LII Stock Details LII Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-1
Closed -$248 – 903
2022
Q4 		$248 Buy
+1
New +$245 ﹤0.01% 1570

Other funds holding LII

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Accurate Wealth Management's LII Position: Q1 2023 in Review

Accurate Wealth Management sold out of Lennox International (LII) in Q1 2023, closing a stake of 1 share — an estimated $248 sold.

Accurate Wealth Management first reported a position in LII in Q4 2022 and held it in 1 quarter. The position peaked at $248 in Q4 2022. 410 funds tracked by Wall St. Rank hold LII as of Q1 2023.

  • Accurate Wealth Management reported no remaining Lennox International position as of Q1 2023 after selling out during the quarter.
  • Accurate Wealth Management sold 1 Lennox International share in Q1 2023, an estimated $248.
  • Accurate Wealth Management first reported a position in Lennox International in Q4 2022 and held it in 1 quarter.
  • Accurate Wealth Management's Lennox International position peaked at $248 in Q4 2022.
  • 410 funds tracked by Wall St. Rank held Lennox International as of Q1 2023.

Based on Accurate Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.