Loring Wolcott & Coolidge Fiduciary Advisors’s Resideo Technologies REZI Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’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
2025 Q1	–	Sell	-49	Closed	-$1.12K	–	581
2024 Q4	$1.12K	Buy	+49	New	+$1.15K	﹤0.01%	527
2020 Q3	–	Sell	-2,500	Closed	-$29K	–	606
2020 Q2	$29K	Hold	2,500	–	–	﹤0.01%	419
2020 Q1	$12K	Hold	2,500	–	–	﹤0.01%	525
2019 Q4	$30K	Buy	2,500 +157	+7%	+$1.79K	﹤0.01%	480
2019 Q3	$34K	Buy	2,343 +33	+1%	+$553	﹤0.01%	454
2019 Q2	$51K	Sell	2,310 -3,089	-57%	-$65.3K	﹤0.01%	404
2019 Q1	$104K	Sell	5,399 -2,707	-33%	-$60K	﹤0.01%	318
2018 Q4	$167K	Buy	+8,106	New	+$173K	﹤0.01%	266

Other funds holding REZI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Loring Wolcott & Coolidge Fiduciary Advisors's REZI Position: Q1 2025 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Resideo Technologies (REZI) in Q1 2025, closing a stake of 49 shares — an estimated $1.12K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in REZI in Q4 2018 and held it in 8 quarters. The position peaked at $167K in Q4 2018. 397 funds tracked by Wall St. Rank hold REZI as of Q1 2025.

Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Resideo Technologies position as of Q1 2025 after selling out during the quarter.
Loring Wolcott & Coolidge Fiduciary Advisors sold 49 Resideo Technologies shares in Q1 2025, an estimated $1.12K.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Resideo Technologies in Q4 2018 and held it in 8 quarters.
Loring Wolcott & Coolidge Fiduciary Advisors's Resideo Technologies position peaked at $167K in Q4 2018.
397 funds tracked by Wall St. Rank held Resideo Technologies as of Q1 2025.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q1 2025, filed 24 Apr 2025.