Kelly Financial Services’s Resideo Technologies REZI Stock Holding History

Kelly Financial Services’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
2023 Q2	–	Sell	-5	Closed	-$91	–	744
2023 Q1	$91	Hold	5	–	–	﹤0.01%	679
2022 Q4	$82	Hold	5	–	–	﹤0.01%	664
2022 Q3	$95	Hold	5	–	–	﹤0.01%	674
2022 Q2	$97	Hold	5	–	–	﹤0.01%	662
2022 Q1	$119	Hold	5	–	–	﹤0.01%	653
2021 Q4	$130	Hold	5	–	–	﹤0.01%	660
2021 Q3	$124	Sell	5 -145	-97%	-$4.22K	﹤0.01%	633
2021 Q2	$5K	Buy	150 +145	+2,900%	+$4.29K	﹤0.01%	616
2021 Q1	$141	Hold	5	–	–	﹤0.01%	622
2020 Q4	$106	Hold	5	–	–	﹤0.01%	583
2020 Q3	$55	Hold	5	–	–	﹤0.01%	573
2020 Q2	$59	Hold	5	–	–	﹤0.01%	592
2020 Q1	$24	Hold	5	–	–	﹤0.01%	575
2019 Q4	$60	Sell	5 -27	-84%	-$307	﹤0.01%	552
2019 Q3	$459	Sell	32 -11	-26%	-$184	﹤0.01%	487
2019 Q2	$943	Hold	43	–	–	﹤0.01%	425
2019 Q1	$829	Buy	+43	New	+$953	﹤0.01%	428

Other funds holding REZI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

PIMC

Praesidium Investment Management Company New York $419M AUM 4.58% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Kelly Financial Services's REZI Position: Q2 2023 in Review

Kelly Financial Services sold out of Resideo Technologies (REZI) in Q2 2023, closing a stake of 5 shares — an estimated $91 sold.

Kelly Financial Services first reported a position in REZI in Q1 2019 and held it in 17 quarters. The position peaked at $5K in Q2 2021. 359 funds tracked by Wall St. Rank hold REZI as of Q2 2023.

Kelly Financial Services reported no remaining Resideo Technologies position as of Q2 2023 after selling out during the quarter.
Kelly Financial Services sold 5 Resideo Technologies shares in Q2 2023, an estimated $91.
Kelly Financial Services first reported a position in Resideo Technologies in Q1 2019 and held it in 17 quarters.
Kelly Financial Services's Resideo Technologies position peaked at $5K in Q2 2021.
359 funds tracked by Wall St. Rank held Resideo Technologies as of Q2 2023.

Based on Kelly Financial Services's 13F filing for Q2 2023, filed 17 Jul 2024.