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Disciplined Investments’s Resideo Technologies REZI Stock Holding History

Disciplined Investments’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
2023
Q3 		– Sell
-27
Closed -$477 – 1222
2023
Q2 		$477 Sell
27
-4
-13% -$69 ﹤0.01% 1244
2023
Q1 		$567 Buy
31
+16
+107% +$289 ﹤0.01% 1191
2022
Q4 		$247 Sell
15
-5
-25% -$91 ﹤0.01% 1389
2022
Q3 		$0 Sell
20
-9
-31% -$191 ﹤0.01% 1539
2022
Q2 		$1K Hold
29
– – ﹤0.01% 1079
2022
Q1 		$1K Buy
+29
New +$728 ﹤0.01% 1144

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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
PIMC
Praesidium Investment Management Company New York $419M AUM 4.58% 1-Year Est. Return

Disciplined Investments's REZI Position: Q3 2023 in Review

Disciplined Investments sold out of Resideo Technologies (REZI) in Q3 2023, closing a stake of 27 shares — an estimated $477 sold.

Disciplined Investments first reported a position in REZI in Q1 2022 and held it in 6 quarters. The position peaked at $1K in Q2 2022. 340 funds tracked by Wall St. Rank hold REZI as of Q3 2023.

  • Disciplined Investments reported no remaining Resideo Technologies position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 27 Resideo Technologies shares in Q3 2023, an estimated $477.
  • Disciplined Investments first reported a position in Resideo Technologies in Q1 2022 and held it in 6 quarters.
  • Disciplined Investments's Resideo Technologies position peaked at $1K in Q2 2022.
  • 340 funds tracked by Wall St. Rank held Resideo Technologies as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.