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Harel Insurance Investments & Financial Services’s Resideo Technologies REZI Stock Holding History

Harel Insurance Investments & Financial Services’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
2023
Q2 		– Sell
-20
Closed – – 776
2023
Q1 		$0 Hold
20
– – ﹤0.01% 733
2022
Q4 		$0 Hold
20
– – ﹤0.01% 730
2022
Q3 		$0 Hold
20
– – ﹤0.01% 751
2022
Q2 		$0 Hold
20
– – ﹤0.01% 788
2022
Q1 		$0 Sell
20
-32,200
-100% -$808K ﹤0.01% 793
2021
Q4 		$826K Hold
32,220
– – 0.02% 190
2021
Q3 		$799K Buy
32,220
+9,050
+39% +$263K 0.02% 175
2021
Q2 		$2.27M Buy
23,170
+1,450
+7% +$42.9K 0.05% 182
2021
Q1 		$2.05M Buy
21,720
+21,700
+108,500% +$574K 0.04% 237
2020
Q4 		$0 Hold
20
– – ﹤0.01% 777
2020
Q3 		$0 Hold
20
– – ﹤0.01% 698
2020
Q2 		$0 Hold
20
– – ﹤0.01% 571
2020
Q1 		$0 Hold
20
– – ﹤0.01% 515
2019
Q4 		$0 Hold
20
– – ﹤0.01% 545
2019
Q3 		$0 Buy
+20
New +$335 ﹤0.01% 557
2019
Q1 		– Sell
-512
Closed -$11K – 502
2018
Q4 		$11K Buy
+512
New +$10.9K ﹤0.01% 405

Other funds holding REZI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PIMC
Praesidium Investment Management Company New York $419M AUM 4.58% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Harel Insurance Investments & Financial Services's REZI Position: Q2 2023 in Review

Harel Insurance Investments & Financial Services sold out of Resideo Technologies (REZI) in Q2 2023, closing a stake of 20 shares.

Harel Insurance Investments & Financial Services first reported a position in REZI in Q4 2018 and held it in 16 quarters. The position peaked at $2.27M in Q2 2021. 359 funds tracked by Wall St. Rank hold REZI as of Q2 2023.

  • Harel Insurance Investments & Financial Services reported no remaining Resideo Technologies position as of Q2 2023 after selling out during the quarter.
  • Harel Insurance Investments & Financial Services sold 20 Resideo Technologies shares in Q2 2023.
  • Harel Insurance Investments & Financial Services first reported a position in Resideo Technologies in Q4 2018 and held it in 16 quarters.
  • Harel Insurance Investments & Financial Services's Resideo Technologies position peaked at $2.27M in Q2 2021.
  • 359 funds tracked by Wall St. Rank held Resideo Technologies as of Q2 2023.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q2 2023, filed 17 Jul 2023.