Claris Advisors’s Resideo Technologies REZI Stock Holding History

Claris 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
2024 Q4	–	Sell	-14	Closed	-$282	–	902
2024 Q3	$282	Buy	+14	New	+$278	﹤0.01%	852

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

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

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

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

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

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

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

Claris Advisors's REZI Position: Q4 2024 in Review

Claris Advisors sold out of Resideo Technologies (REZI) in Q4 2024, closing a stake of 14 shares — an estimated $282 sold.

Claris Advisors first reported a position in REZI in Q3 2024 and held it in 1 quarter. The position peaked at $282 in Q3 2024. 399 funds tracked by Wall St. Rank hold REZI as of Q4 2024.

Claris Advisors reported no remaining Resideo Technologies position as of Q4 2024 after selling out during the quarter.
Claris Advisors sold 14 Resideo Technologies shares in Q4 2024, an estimated $282.
Claris Advisors first reported a position in Resideo Technologies in Q3 2024 and held it in 1 quarter.
Claris Advisors's Resideo Technologies position peaked at $282 in Q3 2024.
399 funds tracked by Wall St. Rank held Resideo Technologies as of Q4 2024.

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