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Evergreen Capital Management’s Resideo Technologies REZI Stock Holding History

Evergreen Capital 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
2025
Q4 		– Sell
-6,115
Closed -$264K – 1496
2025
Q3 		$264K Buy
+6,115
New +$191K 0.01% 1066

Other funds holding REZI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CDR
Clayton Dubilier & Rice New York $895M AUM 792.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Evergreen Capital Management's REZI Position: Q4 2025 in Review

Evergreen Capital Management sold out of Resideo Technologies (REZI) in Q4 2025, closing a stake of 6,115 shares — an estimated $264K sold.

Evergreen Capital Management first reported a position in REZI in Q3 2025 and held it in 1 quarter. The position peaked at $264K in Q3 2025. 449 funds tracked by Wall St. Rank hold REZI as of Q4 2025.

  • Evergreen Capital Management reported no remaining Resideo Technologies position as of Q4 2025 after selling out during the quarter.
  • Evergreen Capital Management sold 6,115 Resideo Technologies shares in Q4 2025, an estimated $264K.
  • Evergreen Capital Management first reported a position in Resideo Technologies in Q3 2025 and held it in 1 quarter.
  • Evergreen Capital Management's Resideo Technologies position peaked at $264K in Q3 2025.
  • 449 funds tracked by Wall St. Rank held Resideo Technologies as of Q4 2025.

Based on Evergreen Capital Management's 13F filing for Q4 2025, filed 27 Jan 2026.