Lido Advisors
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Lido Advisors’s Lennox International LII Stock Holding History

Lido 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
2024
Q1 		– Sell
-1,170
Closed -$525K – 1436
2023
Q4 		$525K Buy
+1,170
New +$467K ﹤0.01% 845
2018
Q3 		– Sell
-1,752
Closed -$350K – 461
2018
Q2 		$350K Buy
1,752
+309
+21% +$62.6K 0.04% 276
2018
Q1 		$294K Buy
+1,443
New +$300K 0.04% 289

Other funds holding LII

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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Lido Advisors's LII Position: Q1 2024 in Review

Lido Advisors sold out of Lennox International (LII) in Q1 2024, closing a stake of 1,170 shares — an estimated $525K sold.

Lido Advisors first reported a position in LII in Q1 2018 and held it in 3 quarters. The position peaked at $525K in Q4 2023. 543 funds tracked by Wall St. Rank hold LII as of Q1 2024.

  • Lido Advisors reported no remaining Lennox International position as of Q1 2024 after selling out during the quarter.
  • Lido Advisors sold 1,170 Lennox International shares in Q1 2024, an estimated $525K.
  • Lido Advisors first reported a position in Lennox International in Q1 2018 and held it in 3 quarters.
  • Lido Advisors's Lennox International position peaked at $525K in Q4 2023.
  • 543 funds tracked by Wall St. Rank held Lennox International as of Q1 2024.

Based on Lido Advisors's 13F filing for Q1 2024, filed 15 May 2024.