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Bruce G. Allen Investments’s Resideo Technologies REZI Stock Holding History

Bruce G. Allen Investments’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
-28
Closed -$496 – 1123
2025
Q1 		$496 Buy
28
+7
+33% +$144 ﹤0.01% 947
2024
Q4 		$484 Hold
21
– – ﹤0.01% 968
2024
Q3 		$423 Buy
+21
New +$417 ﹤0.01% 984

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

Bruce G. Allen Investments's REZI Position: Q2 2025 in Review

Bruce G. Allen Investments sold out of Resideo Technologies (REZI) in Q2 2025, closing a stake of 28 shares — an estimated $496 sold.

Bruce G. Allen Investments first reported a position in REZI in Q3 2024 and held it in 3 quarters. The position peaked at $496 in Q1 2025. 386 funds tracked by Wall St. Rank hold REZI as of Q2 2025.

  • Bruce G. Allen Investments reported no remaining Resideo Technologies position as of Q2 2025 after selling out during the quarter.
  • Bruce G. Allen Investments sold 28 Resideo Technologies shares in Q2 2025, an estimated $496.
  • Bruce G. Allen Investments first reported a position in Resideo Technologies in Q3 2024 and held it in 3 quarters.
  • Bruce G. Allen Investments's Resideo Technologies position peaked at $496 in Q1 2025.
  • 386 funds tracked by Wall St. Rank held Resideo Technologies as of Q2 2025.

Based on Bruce G. Allen Investments's 13F filing for Q2 2025, filed 9 Jul 2025.