Joseph P. Lucia & Associates’s Resideo Technologies REZI Stock Holding History

Joseph P. Lucia & Associates’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 Q3	–	Sell	-4	Closed	–	–	375
2022 Q2	$0	Hold	4	–	–	﹤0.01%	492
2022 Q1	$0	Buy	+4	New	+$100	﹤0.01%	469
2021 Q4	–	Sell	-4	Closed	–	–	458
2021 Q3	$0	Hold	4	–	–	﹤0.01%	615
2021 Q2	$0	Hold	4	–	–	﹤0.01%	613
2021 Q1	$0	Hold	4	–	–	﹤0.01%	609
2020 Q4	$0	Buy	+4	New	+$64	﹤0.01%	497
2020 Q3	–	Sell	-4	Closed	–	–	376
2020 Q2	$0	Hold	4	–	–	﹤0.01%	497
2020 Q1	$0	Hold	4	–	–	﹤0.01%	489
2019 Q4	$0	Hold	4	–	–	﹤0.01%	475
2019 Q3	$0	Hold	4	–	–	﹤0.01%	471
2019 Q2	$0	Hold	4	–	–	﹤0.01%	462
2019 Q1	$80	Buy	+4	New	+$89	﹤0.01%	339

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

PIMC

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

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

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

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

Joseph P. Lucia & Associates's REZI Position: Q3 2022 in Review

Joseph P. Lucia & Associates sold out of Resideo Technologies (REZI) in Q3 2022, closing a stake of 4 shares.

Joseph P. Lucia & Associates first reported a position in REZI in Q1 2019 and held it in 12 quarters. The position peaked at $80 in Q1 2019. 345 funds tracked by Wall St. Rank hold REZI as of Q3 2022.

Joseph P. Lucia & Associates reported no remaining Resideo Technologies position as of Q3 2022 after selling out during the quarter.
Joseph P. Lucia & Associates sold 4 Resideo Technologies shares in Q3 2022.
Joseph P. Lucia & Associates first reported a position in Resideo Technologies in Q1 2019 and held it in 12 quarters.
Joseph P. Lucia & Associates's Resideo Technologies position peaked at $80 in Q1 2019.
345 funds tracked by Wall St. Rank held Resideo Technologies as of Q3 2022.

Based on Joseph P. Lucia & Associates's 13F filing for Q3 2022, filed 28 Oct 2022.