Bank Julius Baer & Co
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Bank Julius Baer & Co’s Resideo Technologies REZI Stock Holding History

Bank Julius Baer & Co’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
2021
Q4 		– Sell
-138
Closed -$3K – 883
2021
Q3 		$3K Buy
138
+5
+4% +$145 ﹤0.01% 799
2021
Q2 		$4K Sell
133
-5
-4% -$148 ﹤0.01% 805
2021
Q1 		$4K Sell
138
-3
-2% -$79 ﹤0.01% 800
2020
Q4 		$3K Sell
141
-17
-11% -$272 ﹤0.01% 790
2020
Q3 		$2K Sell
158
-174
-52% -$2.2K ﹤0.01% 720
2020
Q2 		$4K Sell
332
-64
-16% -$446 ﹤0.01% 639
2020
Q1 		$2K Buy
+396
New +$3.74K ﹤0.01% 625

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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PIMC
Praesidium Investment Management Company New York $419M AUM 4.58% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Bank Julius Baer & Co's REZI Position: Q4 2021 in Review

Bank Julius Baer & Co sold out of Resideo Technologies (REZI) in Q4 2021, closing a stake of 138 shares — an estimated $3K sold.

Bank Julius Baer & Co first reported a position in REZI in Q1 2020 and held it in 7 quarters. The position peaked at $4K in Q2 2021. 392 funds tracked by Wall St. Rank hold REZI as of Q4 2021.

  • Bank Julius Baer & Co reported no remaining Resideo Technologies position as of Q4 2021 after selling out during the quarter.
  • Bank Julius Baer & Co sold 138 Resideo Technologies shares in Q4 2021, an estimated $3K.
  • Bank Julius Baer & Co first reported a position in Resideo Technologies in Q1 2020 and held it in 7 quarters.
  • Bank Julius Baer & Co's Resideo Technologies position peaked at $4K in Q2 2021.
  • 392 funds tracked by Wall St. Rank held Resideo Technologies as of Q4 2021.

Based on Bank Julius Baer & Co's 13F filing for Q4 2021, filed 15 Feb 2022.