Elmwood Wealth Management’s Resideo Technologies REZI Stock Holding History

Elmwood Wealth Management’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
2022 Q1	–	Sell	-25	Closed	-$1K	–	273
2021 Q4	$1K	Buy	+25	New	+$648	﹤0.01%	356
2021 Q2	$1K	Hold	25	–	–	﹤0.01%	322
2021 Q1	$1K	Buy	+25	New	+$661	﹤0.01%	311
2020 Q3	$0	Hold	25	–	–	﹤0.01%	270
2020 Q2	$0	Buy	+25	New	+$174	﹤0.01%	320
2019 Q4	–	Sell	-158	Closed	-$2K	–	209
2019 Q3	$2K	Hold	158	–	–	﹤0.01%	249
2019 Q2	$3K	Sell	158 -1	-0.6%	-$21	﹤0.01%	257
2019 Q1	$3K	Sell	159 -3	-2%	-$66	﹤0.01%	255
2018 Q4	$3K	Buy	+162	New	+$3.46K	﹤0.01%	266

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

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

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

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

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

PIMC

Praesidium Investment Management Company New York $419M AUM 4.58% 1-Year Est. Return

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

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

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

Elmwood Wealth Management's REZI Position: Q1 2022 in Review

Elmwood Wealth Management sold out of Resideo Technologies (REZI) in Q1 2022, closing a stake of 25 shares — an estimated $1K sold.

Elmwood Wealth Management first reported a position in REZI in Q4 2018 and held it in 9 quarters. The position peaked at $3K in Q2 2019. 384 funds tracked by Wall St. Rank hold REZI as of Q1 2022.

Elmwood Wealth Management reported no remaining Resideo Technologies position as of Q1 2022 after selling out during the quarter.
Elmwood Wealth Management sold 25 Resideo Technologies shares in Q1 2022, an estimated $1K.
Elmwood Wealth Management first reported a position in Resideo Technologies in Q4 2018 and held it in 9 quarters.
Elmwood Wealth Management's Resideo Technologies position peaked at $3K in Q2 2019.
384 funds tracked by Wall St. Rank held Resideo Technologies as of Q1 2022.

Based on Elmwood Wealth Management's 13F filing for Q1 2022, filed 16 May 2022.