Horan Securities’s Resideo Technologies REZI Stock Holding History

Horan Securities’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 Q3	–	Sell	-131	Closed	-$2.31K	–	518
2023 Q2	$2.31K	Buy	131 +5	+4%	+$86	﹤0.01%	559
2023 Q1	$2.3K	Hold	126	–	–	﹤0.01%	556
2022 Q4	$2.07K	Hold	126	–	–	﹤0.01%	558
2022 Q3	$2K	Hold	126	–	–	﹤0.01%	497
2022 Q2	$3K	Hold	126	–	–	﹤0.01%	506
2022 Q1	$3K	Hold	126	–	–	﹤0.01%	428
2021 Q4	$3K	Buy	+126	New	+$3.27K	﹤0.01%	432
2021 Q2	$4K	Hold	126	–	–	﹤0.01%	377
2021 Q1	$4K	Hold	126	–	–	﹤0.01%	336
2020 Q4	$3K	Hold	126	–	–	﹤0.01%	344
2020 Q3	$1K	Hold	126	–	–	﹤0.01%	333
2020 Q2	$1K	Hold	126	–	–	﹤0.01%	302
2020 Q1	$1K	Buy	+126	New	+$1.19K	﹤0.01%	243
2019 Q4	–	Sell	-51	Closed	-$1K	–	189
2019 Q3	$1K	Hold	51	–	–	﹤0.01%	239
2019 Q2	$1K	Hold	51	–	–	﹤0.01%	275
2019 Q1	$1K	Buy	+51	New	+$1.13K	﹤0.01%	225

Other funds holding REZI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $95.5B AUM 28.4% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Pzena Investment Management

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Neuberger Berman Group

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Praesidium Investment Management Company New York $419M AUM 4.58% 1-Year Est. Return