Claris Advisors’s Lennox International LII Stock Holding History

Claris 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
2024 Q4	–	Sell	-2	Closed	-$1.21K	–	664
2024 Q3	$1.21K	Buy	+2	New	+$1.14K	﹤0.01%	390

Other funds holding LII

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

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Claris Advisors's LII Position: Q4 2024 in Review

Claris Advisors sold out of Lennox International (LII) in Q4 2024, closing a stake of 2 shares — an estimated $1.21K sold.

Claris Advisors first reported a position in LII in Q3 2024 and held it in 1 quarter. The position peaked at $1.21K in Q3 2024. 640 funds tracked by Wall St. Rank hold LII as of Q4 2024.

Claris Advisors reported no remaining Lennox International position as of Q4 2024 after selling out during the quarter.
Claris Advisors sold 2 Lennox International shares in Q4 2024, an estimated $1.21K.
Claris Advisors first reported a position in Lennox International in Q3 2024 and held it in 1 quarter.
Claris Advisors's Lennox International position peaked at $1.21K in Q3 2024.
640 funds tracked by Wall St. Rank held Lennox International as of Q4 2024.

Based on Claris Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.