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Howe & Rusling’s Resideo Technologies REZI Stock Holding History

Howe & Rusling’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
2022
Q4 		– Sell
-267
Closed -$5K – 868
2022
Q3 		$5K Hold
267
– – ﹤0.01% 671
2022
Q2 		$5K Sell
267
-55
-17% -$1.24K ﹤0.01% 653
2022
Q1 		$8K Hold
322
– – ﹤0.01% 564
2021
Q4 		$8K Buy
322
+86
+36% +$2.23K ﹤0.01% 575
2021
Q3 		$6K Buy
236
+92
+64% +$2.68K ﹤0.01% 600
2021
Q2 		$4K Sell
144
-3
-2% -$89 ﹤0.01% 688
2021
Q1 		$4K Buy
147
+14
+11% +$370 ﹤0.01% 693
2020
Q4 		$3K Buy
+133
New +$2.13K ﹤0.01% 748
2020
Q1 		– Sell
-500
Closed -$6K – 861
2019
Q4 		$6K Hold
500
– – ﹤0.01% 535
2019
Q3 		$7K Sell
500
-341
-41% -$5.72K ﹤0.01% 509
2019
Q2 		$18K Hold
841
– – ﹤0.01% 382
2019
Q1 		$16K Sell
841
-29
-3% -$643 ﹤0.01% 394
2018
Q4 		$18K Buy
+870
New +$18.6K ﹤0.01% 368

Other funds holding REZI

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
State Street
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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Howe & Rusling's REZI Position: Q4 2022 in Review

Howe & Rusling sold out of Resideo Technologies (REZI) in Q4 2022, closing a stake of 267 shares — an estimated $5K sold.

Howe & Rusling first reported a position in REZI in Q4 2018 and held it in 13 quarters. The position peaked at $18K in Q2 2019. 366 funds tracked by Wall St. Rank hold REZI as of Q4 2022.

  • Howe & Rusling reported no remaining Resideo Technologies position as of Q4 2022 after selling out during the quarter.
  • Howe & Rusling sold 267 Resideo Technologies shares in Q4 2022, an estimated $5K.
  • Howe & Rusling first reported a position in Resideo Technologies in Q4 2018 and held it in 13 quarters.
  • Howe & Rusling's Resideo Technologies position peaked at $18K in Q2 2019.
  • 366 funds tracked by Wall St. Rank held Resideo Technologies as of Q4 2022.

Based on Howe & Rusling's 13F filing for Q4 2022, filed 15 Feb 2023.