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Bellwether Advisors’s Resideo Technologies REZI Stock Holding History

Bellwether 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
Q3 		– Sell
-5
Closed -$110 – 470
2025
Q2 		$110 Hold
5
– – ﹤0.01% 581
2025
Q1 		$88 Hold
5
– – ﹤0.01% 504
2024
Q4 		$115 Buy
+5
New +$117 ﹤0.01% 505
2023
Q2 		– Sell
-5
Closed -$91 – 353
2023
Q1 		$91 Hold
5
– – ﹤0.01% 451
2022
Q4 		$82 Hold
5
– – ﹤0.01% 426
2022
Q3 		$0 Hold
5
– – ﹤0.01% 511
2022
Q2 		$0 Hold
5
– – ﹤0.01% 540
2022
Q1 		$0 Hold
5
– – ﹤0.01% 604
2021
Q4 		$0 Hold
5
– – ﹤0.01% 599
2021
Q3 		$0 Hold
5
– – ﹤0.01% 609
2021
Q2 		$0 Hold
5
– – ﹤0.01% 467
2021
Q1 		$0 Hold
5
– – ﹤0.01% 414
2020
Q4 		$0 Buy
+5
New +$80 ﹤0.01% 333

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
CDR
Clayton Dubilier & Rice New York $536M AUM 0.63% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return