LWM
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Liberty Wealth Management’s Lennox International LII Stock Holding History

Liberty Wealth Management’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
2021
Q4 		– Sell
-72
Closed -$22K – 695
2021
Q3 		$22K Buy
72
+67
+1,340% +$21.9K 0.01% 620
2021
Q2 		$2K Buy
+5
New +$1.69K ﹤0.01% 930

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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Liberty Wealth Management's LII Position: Q4 2021 in Review

Liberty Wealth Management sold out of Lennox International (LII) in Q4 2021, closing a stake of 72 shares — an estimated $22K sold.

Liberty Wealth Management first reported a position in LII in Q2 2021 and held it in 2 quarters. The position peaked at $22K in Q3 2021. 421 funds tracked by Wall St. Rank hold LII as of Q4 2021.

  • Liberty Wealth Management reported no remaining Lennox International position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 72 Lennox International shares in Q4 2021, an estimated $22K.
  • Liberty Wealth Management first reported a position in Lennox International in Q2 2021 and held it in 2 quarters.
  • Liberty Wealth Management's Lennox International position peaked at $22K in Q3 2021.
  • 421 funds tracked by Wall St. Rank held Lennox International as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.