JPLA
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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 Sell
4
-76
-95% -$1.61K ﹤0.01% 462
2019
Q1 		$4 Buy
+80
New +$1.77K ﹤0.01% 338

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
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
PIMC
Praesidium Investment Management Company New York $419M AUM 4.58% 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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return