Lee, Danner & Bass’s Resideo Technologies REZI Stock Holding History

Lee, Danner & Bass’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	-96	Closed	-$2.21K	–	592
2024 Q4	$2.21K	Buy	+96	New	+$2.25K	﹤0.01%	668

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

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

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

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

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lee, Danner & Bass's REZI Position: Q1 2025 in Review

Lee, Danner & Bass sold out of Resideo Technologies (REZI) in Q1 2025, closing a stake of 96 shares — an estimated $2.21K sold.

Lee, Danner & Bass first reported a position in REZI in Q4 2024 and held it in 1 quarter. The position peaked at $2.21K in Q4 2024. 397 funds tracked by Wall St. Rank hold REZI as of Q1 2025.

Lee, Danner & Bass reported no remaining Resideo Technologies position as of Q1 2025 after selling out during the quarter.
Lee, Danner & Bass sold 96 Resideo Technologies shares in Q1 2025, an estimated $2.21K.
Lee, Danner & Bass first reported a position in Resideo Technologies in Q4 2024 and held it in 1 quarter.
Lee, Danner & Bass's Resideo Technologies position peaked at $2.21K in Q4 2024.
397 funds tracked by Wall St. Rank held Resideo Technologies as of Q1 2025.

Based on Lee, Danner & Bass's 13F filing for Q1 2025, filed 29 Apr 2025.