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Independent Portfolio Consultants’s Lennox International LII Stock Holding History

Independent Portfolio Consultants’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
2017
Q2 		$520K Buy
2,832
+472
+20% +$82.3K 0.22% 155
2017
Q1 		$395K Buy
+2,360
New +$381K 0.14% 238

Other funds holding LII

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Independent Portfolio Consultants's LII Position: Q2 2017 in Review

Independent Portfolio Consultants increased its Lennox International (LII) stake by 20% in Q2 2017, buying an estimated $82.3K and bringing the position to 2,832 shares worth $520K. The position accounts for 0.22% of the portfolio, ranked #155.

Independent Portfolio Consultants first reported a position in LII in Q1 2017 and has held it in 2 quarters since. 320 funds tracked by Wall St. Rank hold LII as of Q2 2017.

  • Independent Portfolio Consultants held 2,832 shares of Lennox International worth $520K as of Q2 2017.
  • Independent Portfolio Consultants bought 472 Lennox International shares in Q2 2017, an estimated $82.3K.
  • Lennox International made up 0.22% of Independent Portfolio Consultants's portfolio in Q2 2017, its #155 holding.
  • Independent Portfolio Consultants first reported a position in Lennox International in Q1 2017 and has held it in 2 quarters since.
  • 320 funds tracked by Wall St. Rank held Lennox International as of Q2 2017.

Based on Independent Portfolio Consultants's 13F filing for Q2 2017, filed 6 Jul 2017.