AA
REZI icon

Addison Advisors’s Resideo Technologies REZI Stock Holding History

Addison Advisors’s Portfolio REZI Stock Details REZI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-1
Closed -$18 – 917
2025
Q1 		$18 Buy
+1
New +$21 ﹤0.01% 837
2023
Q3 		– Sell
-91
Closed -$1.61K – 692
2023
Q2 		$1.61K Hold
91
– – ﹤0.01% 570
2023
Q1 		$1.66K Hold
91
– – ﹤0.01% 559
2022
Q4 		$1.5K Sell
91
-42
-32% -$761 ﹤0.01% 579
2022
Q3 		$3K Hold
133
– – ﹤0.01% 541
2022
Q2 		$3K Hold
133
– – ﹤0.01% 533
2022
Q1 		$3K Hold
133
– – ﹤0.01% 560
2021
Q4 		$3K Hold
133
– – ﹤0.01% 504
2021
Q3 		$3K Hold
133
– – ﹤0.01% 365
2021
Q2 		$4K Buy
+133
New +$3.94K ﹤0.01% 352
2020
Q4 		$3K Buy
+133
New +$2.13K ﹤0.01% 345

Other funds holding REZI

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
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CDR
Clayton Dubilier & Rice New York $536M AUM 0.63% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return