Cerity Partners
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Cerity Partners’s Resideo Technologies REZI Stock Holding History

Cerity Partners’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
2024
Q2 		– Sell
-12,925
Closed -$290K – 2377
2024
Q1 		$290K Buy
+12,925
New +$255K ﹤0.01% 1889

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 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

Cerity Partners's REZI Position: Q2 2024 in Review

Cerity Partners sold out of Resideo Technologies (REZI) in Q2 2024, closing a stake of 12,925 shares — an estimated $290K sold.

Cerity Partners first reported a position in REZI in Q1 2024 and held it in 1 quarter. The position peaked at $290K in Q1 2024. 401 funds tracked by Wall St. Rank hold REZI as of Q2 2024.

  • Cerity Partners reported no remaining Resideo Technologies position as of Q2 2024 after selling out during the quarter.
  • Cerity Partners sold 12,925 Resideo Technologies shares in Q2 2024, an estimated $290K.
  • Cerity Partners first reported a position in Resideo Technologies in Q1 2024 and held it in 1 quarter.
  • Cerity Partners's Resideo Technologies position peaked at $290K in Q1 2024.
  • 401 funds tracked by Wall St. Rank held Resideo Technologies as of Q2 2024.

Based on Cerity Partners's 13F filing for Q2 2024, filed 13 Aug 2024.