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Lee Financial’s Resideo Technologies REZI Stock Holding History

Lee Financial’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
2024
Q1 		– Sell
-33
Closed -$622 – 662
2023
Q4 		$622 Hold
33
– – ﹤0.01% 818
2023
Q3 		$522 Hold
33
– – ﹤0.01% 799
2023
Q2 		$583 Hold
33
– – ﹤0.01% 741
2023
Q1 		$604 Hold
33
– – ﹤0.01% 752
2022
Q4 		$543 Hold
33
– – ﹤0.01% 817
2022
Q3 		$1K Hold
33
– – ﹤0.01% 781
2022
Q2 		$1K Hold
33
– – ﹤0.01% 812
2022
Q1 		$1K Hold
33
– – ﹤0.01% 734
2021
Q4 		$1K Hold
33
– – ﹤0.01% 868
2021
Q3 		$1K Hold
33
– – ﹤0.01% 681
2021
Q2 		$1K Hold
33
– – ﹤0.01% 659
2021
Q1 		$1K Buy
33
+14
+74% +$370 ﹤0.01% 474
2020
Q4 		$0 Hold
19
– – ﹤0.01% 533
2020
Q3 		$0 Hold
19
– – ﹤0.01% 562
2020
Q2 		$0 Hold
19
– – ﹤0.01% 541
2020
Q1 		$0 Sell
19
-12
-39% -$113 ﹤0.01% 507
2019
Q4 		$0 Hold
31
– – ﹤0.01% 515
2019
Q3 		$0 Hold
31
– – ﹤0.01% 531
2019
Q2 		$1K Hold
31
– – ﹤0.01% 509
2019
Q1 		$1K Buy
+31
New +$687 ﹤0.01% 502

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Lee Financial's REZI Position: Q1 2024 in Review

Lee Financial sold out of Resideo Technologies (REZI) in Q1 2024, closing a stake of 33 shares — an estimated $622 sold.

Lee Financial first reported a position in REZI in Q1 2019 and held it in 20 quarters. The position peaked at $1K in Q3 2022. 380 funds tracked by Wall St. Rank hold REZI as of Q1 2024.

  • Lee Financial reported no remaining Resideo Technologies position as of Q1 2024 after selling out during the quarter.
  • Lee Financial sold 33 Resideo Technologies shares in Q1 2024, an estimated $622.
  • Lee Financial first reported a position in Resideo Technologies in Q1 2019 and held it in 20 quarters.
  • Lee Financial's Resideo Technologies position peaked at $1K in Q3 2022.
  • 380 funds tracked by Wall St. Rank held Resideo Technologies as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.