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JDM Financial Group’s Resideo Technologies REZI Stock Holding History

JDM Financial Group’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
2025
Q1 		– Sell
-16
Closed -$369 – 337
2024
Q4 		$369 Hold
16
– – ﹤0.01% 330
2024
Q3 		$322 Buy
+16
New +$317 ﹤0.01% 397

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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JDM Financial Group's REZI Position: Q1 2025 in Review

JDM Financial Group sold out of Resideo Technologies (REZI) in Q1 2025, closing a stake of 16 shares — an estimated $369 sold.

JDM Financial Group first reported a position in REZI in Q3 2024 and held it in 2 quarters. The position peaked at $369 in Q4 2024. 397 funds tracked by Wall St. Rank hold REZI as of Q1 2025.

  • JDM Financial Group reported no remaining Resideo Technologies position as of Q1 2025 after selling out during the quarter.
  • JDM Financial Group sold 16 Resideo Technologies shares in Q1 2025, an estimated $369.
  • JDM Financial Group first reported a position in Resideo Technologies in Q3 2024 and held it in 2 quarters.
  • JDM Financial Group's Resideo Technologies position peaked at $369 in Q4 2024.
  • 397 funds tracked by Wall St. Rank held Resideo Technologies as of Q1 2025.

Based on JDM Financial Group's 13F filing for Q1 2025, filed 15 May 2025.