LFA
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LGT Financial Advisors’s Lennox International LII Stock Holding History

LGT Financial Advisors’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
2025
Q3 		– Sell
-1
Closed -$573 – 535
2025
Q2 		$573 Buy
+1
New +$559 ﹤0.01% 423
2025
Q1 		– Sell
-109
Closed -$66.4K – 542
2024
Q4 		$66.4K Hold
109
– – 0.15% 126
2024
Q3 		$65.9K Hold
109
– – 0.16% 100
2024
Q2 		$58.3K Hold
109
– – 0.12% 148
2024
Q1 		$53.3K Hold
109
– – 0.06% 225
2023
Q4 		$48.8K Hold
109
– – 0.06% 216
2023
Q3 		$40.8K Buy
+109
New +$39.3K 0.05% 233

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Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
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Morgan Stanley
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MG
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Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return