Covestor’s Resideo Technologies REZI Stock Holding History

Covestor’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
2026 Q1	$7K	Buy	206 +5	+2%	+$179	﹤0.01%	1681
2025 Q4	$7K	Sell	201 -4,217	-95%	-$156K	﹤0.01%	1791
2025 Q3	$191K	Sell	4,418 -685	-13%	-$21.4K	0.11%	233
2025 Q2	$113K	Buy	5,103 +411	+9%	+$7.84K	0.07%	480
2025 Q1	$83K	Sell	4,692 -105	-2%	-$2.16K	0.06%	602
2024 Q4	$111K	Buy	4,797 +243	+5%	+$5.7K	0.07%	463
2024 Q3	$92K	Sell	4,554 -450	-9%	-$8.93K	0.06%	570
2024 Q2	$98K	Buy	5,004 +942	+23%	+$19.5K	0.06%	498
2024 Q1	$91K	Sell	4,062 -1,073	-21%	-$21.2K	0.06%	608
2023 Q4	$97K	Buy	5,135 +449	+10%	+$7.35K	0.07%	514
2023 Q3	$74K	Sell	4,686 -20	-0.4%	-$336	0.06%	588
2023 Q2	$83K	Buy	4,706 +110	+2%	+$1.9K	0.06%	547
2023 Q1	$84K	Buy	4,596 +1,698	+59%	+$30.7K	0.07%	475
2022 Q4	$48K	Buy	2,898 +319	+12%	+$5.78K	0.04%	747
2022 Q3	$49K	Buy	2,579 +2,496	+3,007%	+$52.9K	0.04%	706
2022 Q2	$2K	Sell	83 -1	-1%	-$23	﹤0.01%	1628
2022 Q1	$2K	Buy	84 +16	+24%	+$401	﹤0.01%	1691
2021 Q4	$2K	Buy	+68	New	+$1.76K	﹤0.01%	1570

Other funds holding REZI

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Clayton Dubilier & Rice New York $536M AUM 0.63% 1-Year Est. Return

Dimensional Fund Advisors

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Boston Partners

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

Neuberger Berman Group

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

Fuller & Thaler Asset Management

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