Essex Investment Management’s Resideo Technologies REZI Stock Holding History

Essex Investment 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
2023 Q3	–	Sell	-4,961	Closed	-$87.6K	–	391
2023 Q2	$87.6K	Hold	4,961	–	–	0.01%	309
2023 Q1	$90.7K	Sell	4,961 -58	-1%	-$1.05K	0.01%	310
2022 Q4	$83K	Sell	5,019 -17	-0.3%	-$308	0.01%	305
2022 Q3	$96K	Hold	5,036	–	–	0.02%	301
2022 Q2	$98K	Buy	5,036 +5,019	+29,524%	+$113K	0.02%	311
2022 Q1	$0	Hold	17	–	–	﹤0.01%	417
2021 Q4	$0	Hold	17	–	–	﹤0.01%	425
2021 Q3	$0	Hold	17	–	–	﹤0.01%	438
2021 Q2	$1K	Hold	17	–	–	﹤0.01%	416
2021 Q1	$0	Hold	17	–	–	﹤0.01%	500
2020 Q4	$0	Hold	17	–	–	﹤0.01%	507
2020 Q3	$0	Hold	17	–	–	﹤0.01%	500
2020 Q2	$0	Hold	17	–	–	﹤0.01%	441
2020 Q1	$0	Hold	17	–	–	﹤0.01%	453
2019 Q4	$0	Hold	17	–	–	﹤0.01%	507
2019 Q3	$0	Hold	17	–	–	﹤0.01%	496
2019 Q2	$0	Hold	17	–	–	﹤0.01%	506
2019 Q1	$0	Hold	17	–	–	﹤0.01%	507
2018 Q4	$0	Buy	+17	New	+$363	﹤0.01%	521

Other funds holding REZI

BlackRock New York $6.73T AUM 46.02% 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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

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

Essex Investment Management's REZI Position: Q3 2023 in Review

Essex Investment Management sold out of Resideo Technologies (REZI) in Q3 2023, closing a stake of 4,961 shares — an estimated $87.6K sold.

Essex Investment Management first reported a position in REZI in Q4 2018 and held it in 19 quarters. The position peaked at $98K in Q2 2022. 340 funds tracked by Wall St. Rank hold REZI as of Q3 2023.

Essex Investment Management reported no remaining Resideo Technologies position as of Q3 2023 after selling out during the quarter.
Essex Investment Management sold 4,961 Resideo Technologies shares in Q3 2023, an estimated $87.6K.
Essex Investment Management first reported a position in Resideo Technologies in Q4 2018 and held it in 19 quarters.
Essex Investment Management's Resideo Technologies position peaked at $98K in Q2 2022.
340 funds tracked by Wall St. Rank held Resideo Technologies as of Q3 2023.

Based on Essex Investment Management's 13F filing for Q3 2023, filed 9 Nov 2023.