FGC
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Financial Gravity Companies’s Lennox International LII Stock Holding History

Financial Gravity Companies’s Portfolio LII Stock Details LII Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		$5K Buy
+21
New +$4.43K ﹤0.01% 709
2018
Q1 		$5K Sell
28
-23
-45% -$4.79K 0.01% 733
2017
Q4 		$11K Buy
+51
New +$9.95K 0.01% 559

Other funds holding LII

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Financial Gravity Companies's LII Position: Q4 2018 in Review

Financial Gravity Companies opened a new position in Lennox International (LII) in Q4 2018: 21 shares worth $5K. The stake represents ﹤0.01% of the portfolio and ranks #709 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in LII as recently as Q1 2018.

Financial Gravity Companies first reported a position in LII in Q4 2017 and has held it in 3 quarters since. The position peaked at $11K in Q4 2017. 367 funds tracked by Wall St. Rank hold LII as of Q4 2018.

  • Financial Gravity Companies held 21 shares of Lennox International worth $5K as of Q4 2018.
  • Lennox International was a new Financial Gravity Companies position in Q4 2018.
  • Lennox International made up ﹤0.01% of Financial Gravity Companies's portfolio in Q4 2018, its #709 holding.
  • Financial Gravity Companies first reported a position in Lennox International in Q4 2017 and has held it in 3 quarters since.
  • Financial Gravity Companies's Lennox International position peaked at $11K in Q4 2017.
  • 367 funds tracked by Wall St. Rank held Lennox International as of Q4 2018.

Based on Financial Gravity Companies's 13F filing for Q4 2018, filed 4 Feb 2019.