LM Advisors’s Lennox International LII Stock Holding History

LM 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	-53	Closed	-$23.9K	–	500
2023 Q4	$23.9K	Buy	+53	New	+$21.1K	﹤0.01%	413

Other funds holding LII

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 Camas, Washington $295B AUM 31.6% 1-Year Est. Return

LM Advisors's LII Position: Q1 2024 in Review

LM Advisors sold out of Lennox International (LII) in Q1 2024, closing a stake of 53 shares — an estimated $23.9K sold.

LM Advisors first reported a position in LII in Q4 2023 and held it in 1 quarter. The position peaked at $23.9K in Q4 2023. 543 funds tracked by Wall St. Rank hold LII as of Q1 2024.

LM Advisors reported no remaining Lennox International position as of Q1 2024 after selling out during the quarter.
LM Advisors sold 53 Lennox International shares in Q1 2024, an estimated $23.9K.
LM Advisors first reported a position in Lennox International in Q4 2023 and held it in 1 quarter.
LM Advisors's Lennox International position peaked at $23.9K in Q4 2023.
543 funds tracked by Wall St. Rank held Lennox International as of Q1 2024.

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