Berman Capital Advisors’s Resideo Technologies REZI Stock Holding History

Berman Capital 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
2021 Q3	$8K	Hold	349	–	–	﹤0.01%	1271
2021 Q2	$10K	Hold	349	–	–	﹤0.01%	1139
2021 Q1	$9K	Sell	349 -83	-19%	-$2.19K	﹤0.01%	1073
2020 Q4	$8K	Sell	432 -5	-1%	-$80	﹤0.01%	1012
2020 Q3	$3K	Hold	437	–	–	﹤0.01%	1211
2020 Q2	$4K	Sell	437 -5	-1%	-$35	﹤0.01%	1080
2020 Q1	$1K	Sell	442 -58	-12%	-$547	﹤0.01%	1353
2019 Q4	$4K	Hold	500	–	–	﹤0.01%	1040
2019 Q3	$6K	Sell	500 -32	-6%	-$537	﹤0.01%	905
2019 Q2	$10K	Hold	532	–	–	﹤0.01%	734
2019 Q1	$9K	Buy	+532	New	+$11.8K	﹤0.01%	700

Other funds holding REZI

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

PIMC

Praesidium Investment Management Company New York $419M AUM 4.58% 1-Year Est. Return

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

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

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

Berman Capital Advisors held its Resideo Technologies (REZI) position steady in Q3 2021 at 349 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #1271.

Berman Capital Advisors first reported a position in REZI in Q1 2019 and has held it in 11 quarters since. The position peaked at $10K in Q2 2021. 387 funds tracked by Wall St. Rank hold REZI as of Q3 2021.

Berman Capital Advisors held 349 shares of Resideo Technologies worth $8K as of Q3 2021.
Berman Capital Advisors left its Resideo Technologies share count unchanged in Q3 2021.
Resideo Technologies made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1271 holding.
Berman Capital Advisors first reported a position in Resideo Technologies in Q1 2019 and has held it in 11 quarters since.
Berman Capital Advisors's Resideo Technologies position peaked at $10K in Q2 2021.
387 funds tracked by Wall St. Rank held Resideo Technologies as of Q3 2021.

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