KI
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Kula Investments’s Lennox International LII Stock Holding History

Kula Investments’s Portfolio LII Stock Details LII Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		$791K Buy
3,149
+864
+38% +$218K 0.2% 191
2022
Q4 		$547K Buy
+2,285
New +$559K 0.16% 190

Other funds holding LII

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Kula Investments's LII Position: Q1 2023 in Review

Kula Investments increased its Lennox International (LII) stake by 38% in Q1 2023, buying an estimated $218K and bringing the position to 3,149 shares worth $791K. The position accounts for 0.2% of the portfolio, ranked #191.

Kula Investments first reported a position in LII in Q4 2022 and has held it in 2 quarters since. 410 funds tracked by Wall St. Rank hold LII as of Q1 2023.

  • Kula Investments held 3,149 shares of Lennox International worth $791K as of Q1 2023.
  • Kula Investments bought 864 Lennox International shares in Q1 2023, an estimated $218K.
  • Lennox International made up 0.2% of Kula Investments's portfolio in Q1 2023, its #191 holding.
  • Kula Investments first reported a position in Lennox International in Q4 2022 and has held it in 2 quarters since.
  • 410 funds tracked by Wall St. Rank held Lennox International as of Q1 2023.

Based on Kula Investments's 13F filing for Q1 2023, filed 15 May 2023.