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Forum Financial Management’s Lennox International LII Stock Holding History

Forum Financial Management’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
2025
Q4 		– Sell
-552
Closed -$292K – 1039
2025
Q3 		$292K Buy
552
+98
+22% +$57.2K ﹤0.01% 759
2025
Q2 		$260K Buy
454
+93
+26% +$52K ﹤0.01% 751
2025
Q1 		$202K Sell
361
-47
-12% -$28.5K ﹤0.01% 812
2024
Q4 		$249K Hold
408
– – ﹤0.01% 731
2024
Q3 		$247K Buy
408
+1
+0.2% +$570 ﹤0.01% 619
2024
Q2 		$218K Buy
+407
New +$200K ﹤0.01% 638

Other funds holding LII

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return