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Caldwell Sutter Capital’s Lennox International LII Stock Holding History

Caldwell Sutter Capital’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
2025
Q3 		– Sell
-5
Closed -$2.87K – 879
2025
Q2 		$2.87K Hold
5
– – ﹤0.01% 676
2025
Q1 		$2.8K Hold
5
– – ﹤0.01% 692
2024
Q4 		$3.05K Hold
5
– – ﹤0.01% 698
2024
Q3 		$3.02K Hold
5
– – ﹤0.01% 707
2024
Q2 		$2.67K Sell
5
-5
-50% -$2.46K ﹤0.01% 715
2024
Q1 		$4.89K Hold
10
– – ﹤0.01% 640
2023
Q4 		$4.47K Hold
10
– – ﹤0.01% 646
2023
Q3 		$3.74K Hold
10
– – ﹤0.01% 643
2023
Q2 		$3.26K Hold
10
– – ﹤0.01% 673
2023
Q1 		$2.51K Buy
+10
New +$2.52K ﹤0.01% 478

Other funds holding LII

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Caldwell Sutter Capital's LII Position: Q3 2025 in Review

Caldwell Sutter Capital sold out of Lennox International (LII) in Q3 2025, closing a stake of 5 shares — an estimated $2.87K sold.

Caldwell Sutter Capital first reported a position in LII in Q1 2023 and held it in 10 quarters. The position peaked at $4.89K in Q1 2024. 667 funds tracked by Wall St. Rank hold LII as of Q3 2025.

  • Caldwell Sutter Capital reported no remaining Lennox International position as of Q3 2025 after selling out during the quarter.
  • Caldwell Sutter Capital sold 5 Lennox International shares in Q3 2025, an estimated $2.87K.
  • Caldwell Sutter Capital first reported a position in Lennox International in Q1 2023 and held it in 10 quarters.
  • Caldwell Sutter Capital's Lennox International position peaked at $4.89K in Q1 2024.
  • 667 funds tracked by Wall St. Rank held Lennox International as of Q3 2025.

Based on Caldwell Sutter Capital's 13F filing for Q3 2025, filed 29 Oct 2025.