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Institutional & Family Asset Management’s Resideo Technologies REZI Stock Holding History

Institutional & Family Asset Management’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
2020
Q3 		– Sell
-271
Closed -$3K – 882
2020
Q2 		$3K Hold
271
– – ﹤0.01% 655
2020
Q1 		$1K Hold
271
– – ﹤0.01% 767
2019
Q4 		$3K Hold
271
– – ﹤0.01% 682
2019
Q3 		$4K Sell
271
-50
-16% -$838 ﹤0.01% 602
2019
Q2 		$7K Hold
321
– – ﹤0.01% 548
2019
Q1 		$6K Sell
321
-31
-9% -$687 ﹤0.01% 582
2018
Q4 		$7K Buy
+352
New +$7.51K ﹤0.01% 541

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
PIMC
Praesidium Investment Management Company New York $419M AUM 4.58% 1-Year Est. Return
FCM
Freshford Capital Management Rye Brook, New York $200M AUM 31.49% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
GC
Greenlight Capital New York $2.05B AUM 78.75% 1-Year Est. Return

Institutional & Family Asset Management's REZI Position: Q3 2020 in Review

Institutional & Family Asset Management sold out of Resideo Technologies (REZI) in Q3 2020, closing a stake of 271 shares — an estimated $3K sold.

Institutional & Family Asset Management first reported a position in REZI in Q4 2018 and held it in 7 quarters. The position peaked at $7K in Q2 2019. 356 funds tracked by Wall St. Rank hold REZI as of Q3 2020.

  • Institutional & Family Asset Management reported no remaining Resideo Technologies position as of Q3 2020 after selling out during the quarter.
  • Institutional & Family Asset Management sold 271 Resideo Technologies shares in Q3 2020, an estimated $3K.
  • Institutional & Family Asset Management first reported a position in Resideo Technologies in Q4 2018 and held it in 7 quarters.
  • Institutional & Family Asset Management's Resideo Technologies position peaked at $7K in Q2 2019.
  • 356 funds tracked by Wall St. Rank held Resideo Technologies as of Q3 2020.

Based on Institutional & Family Asset Management's 13F filing for Q3 2020, filed 30 Oct 2020.