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Goldstein Advisors’s Lennox International LII Stock Holding History

Goldstein Advisors’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
Q1 		– Sell
-368
Closed -$224K – 209
2024
Q4 		$224K Sell
368
-5
-1% -$3.13K 0.03% 168
2024
Q3 		$225K Buy
+373
New +$213K 0.03% 162

Other funds holding LII

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Goldstein Advisors's LII Position: Q1 2025 in Review

Goldstein Advisors sold out of Lennox International (LII) in Q1 2025, closing a stake of 368 shares — an estimated $224K sold.

Goldstein Advisors first reported a position in LII in Q3 2024 and held it in 2 quarters. The position peaked at $225K in Q3 2024. 637 funds tracked by Wall St. Rank hold LII as of Q1 2025.

  • Goldstein Advisors reported no remaining Lennox International position as of Q1 2025 after selling out during the quarter.
  • Goldstein Advisors sold 368 Lennox International shares in Q1 2025, an estimated $224K.
  • Goldstein Advisors first reported a position in Lennox International in Q3 2024 and held it in 2 quarters.
  • Goldstein Advisors's Lennox International position peaked at $225K in Q3 2024.
  • 637 funds tracked by Wall St. Rank held Lennox International as of Q1 2025.

Based on Goldstein Advisors's 13F filing for Q1 2025, filed 23 Apr 2025.