Berman Capital Advisors’s Lennox International LII Stock Holding History

Berman Capital Advisors’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
2021 Q3	$7K	Buy	24 +8	+50%	+$2.61K	﹤0.01%	1319
2021 Q2	$5K	Hold	16	–	–	﹤0.01%	1352
2021 Q1	$4K	Sell	16 -26	-62%	-$7.53K	﹤0.01%	1344
2020 Q4	$11K	Buy	42 +29	+223%	+$8.25K	﹤0.01%	887
2020 Q3	$3K	Hold	13	–	–	﹤0.01%	1205
2020 Q2	$3K	Sell	13 -23	-64%	-$4.64K	﹤0.01%	1153
2020 Q1	$5K	Buy	36 +12	+50%	+$2.77K	﹤0.01%	893
2019 Q4	$5K	Hold	24	–	–	﹤0.01%	979
2019 Q3	$5K	Hold	24	–	–	﹤0.01%	946
2019 Q2	$6K	Hold	24	–	–	﹤0.01%	909
2019 Q1	$6K	Buy	24 +10	+71%	+$2.39K	﹤0.01%	821
2018 Q4	$2K	Buy	+14	New	+$2.96K	﹤0.01%	875

Other funds holding LII

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Berman Capital Advisors's LII Position: Q3 2021 in Review

Berman Capital Advisors increased its Lennox International (LII) stake by 50% in Q3 2021, buying an estimated $2.61K and bringing the position to 24 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #1319.

Berman Capital Advisors first reported a position in LII in Q4 2018 and has held it in 12 quarters since. The position peaked at $11K in Q4 2020. 430 funds tracked by Wall St. Rank hold LII as of Q3 2021.

Berman Capital Advisors held 24 shares of Lennox International worth $7K as of Q3 2021.
Berman Capital Advisors bought 8 Lennox International shares in Q3 2021, an estimated $2.61K.
Lennox International made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1319 holding.
Berman Capital Advisors first reported a position in Lennox International in Q4 2018 and has held it in 12 quarters since.
Berman Capital Advisors's Lennox International position peaked at $11K in Q4 2020.
430 funds tracked by Wall St. Rank held Lennox International as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.