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 $6.73T AUM 46.02% 1-Year Est. Return

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

Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

PIMC

Praesidium Investment Management Company New York $214M AUM 1.94% 1-Year Est. Return

Horan Securities's REZI Position: Q3 2023 in Review

Horan Securities sold out of Resideo Technologies (REZI) in Q3 2023, closing a stake of 131 shares — an estimated $2.31K sold.

Horan Securities first reported a position in REZI in Q1 2019 and held it in 16 quarters. The position peaked at $4K in Q2 2021. 340 funds tracked by Wall St. Rank hold REZI as of Q3 2023.

Horan Securities reported no remaining Resideo Technologies position as of Q3 2023 after selling out during the quarter.
Horan Securities sold 131 Resideo Technologies shares in Q3 2023, an estimated $2.31K.
Horan Securities first reported a position in Resideo Technologies in Q1 2019 and held it in 16 quarters.
Horan Securities's Resideo Technologies position peaked at $4K in Q2 2021.
340 funds tracked by Wall St. Rank held Resideo Technologies as of Q3 2023.

Based on Horan Securities's 13F filing for Q3 2023, filed 1 Nov 2023.