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Gitterman Wealth Management’s Lennox International LII Stock Holding History

Gitterman Wealth 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
2024
Q4 		– Sell
-561
Closed -$340K – 148
2024
Q3 		$340K Buy
561
+12
+2% +$6.84K 0.14% 48
2024
Q2 		$294K Sell
549
-19
-3% -$9.36K 0.11% 65
2024
Q1 		$278K Sell
568
-126
-18% -$57.3K 0.11% 66
2023
Q4 		$311K Buy
694
+44
+7% +$17.6K 0.14% 46
2023
Q3 		$244K Buy
+650
New +$234K 0.12% 53

Other funds holding LII

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Gitterman Wealth Management's LII Position: Q4 2024 in Review

Gitterman Wealth Management sold out of Lennox International (LII) in Q4 2024, closing a stake of 561 shares — an estimated $340K sold.

Gitterman Wealth Management first reported a position in LII in Q3 2023 and held it in 5 quarters. The position peaked at $340K in Q3 2024. 640 funds tracked by Wall St. Rank hold LII as of Q4 2024.

  • Gitterman Wealth Management reported no remaining Lennox International position as of Q4 2024 after selling out during the quarter.
  • Gitterman Wealth Management sold 561 Lennox International shares in Q4 2024, an estimated $340K.
  • Gitterman Wealth Management first reported a position in Lennox International in Q3 2023 and held it in 5 quarters.
  • Gitterman Wealth Management's Lennox International position peaked at $340K in Q3 2024.
  • 640 funds tracked by Wall St. Rank held Lennox International as of Q4 2024.

Based on Gitterman Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.