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Lenox Wealth Management’s Resideo Technologies REZI Stock Holding History

Lenox Wealth Management’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
2020
Q1 		– Sell
-18
Closed – – 758
2019
Q4 		$0 Sell
18
-32
-64% -$364 ﹤0.01% 739
2019
Q3 		$0 Sell
50
-4
-7% -$67 ﹤0.01% 724
2019
Q2 		$1K Hold
54
– – ﹤0.01% 651
2019
Q1 		$1K Sell
54
-126
-70% -$2.79K ﹤0.01% 656
2018
Q4 		$3K Buy
+180
New +$3.84K ﹤0.01% 523

Other funds holding REZI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PIMC
Praesidium Investment Management Company New York $419M AUM 4.58% 1-Year Est. Return
FCM
Freshford Capital Management Rye Brook, New York $200M AUM 31.49% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Lenox Wealth Management's REZI Position: Q1 2020 in Review

Lenox Wealth Management sold out of Resideo Technologies (REZI) in Q1 2020, closing a stake of 18 shares.

Lenox Wealth Management first reported a position in REZI in Q4 2018 and held it in 5 quarters. The position peaked at $3K in Q4 2018. 415 funds tracked by Wall St. Rank hold REZI as of Q1 2020.

  • Lenox Wealth Management reported no remaining Resideo Technologies position as of Q1 2020 after selling out during the quarter.
  • Lenox Wealth Management sold 18 Resideo Technologies shares in Q1 2020.
  • Lenox Wealth Management first reported a position in Resideo Technologies in Q4 2018 and held it in 5 quarters.
  • Lenox Wealth Management's Resideo Technologies position peaked at $3K in Q4 2018.
  • 415 funds tracked by Wall St. Rank held Resideo Technologies as of Q1 2020.

Based on Lenox Wealth Management's 13F filing for Q1 2020, filed 20 Apr 2020.