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National Wealth Management Group’s Lennox International LII Stock Holding History

National Wealth Management Group’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
2022
Q4 		– Sell
-1,422
Closed -$317K – 150
2022
Q3 		$317K Buy
+1,422
New +$338K 0.41% 77

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Kayne Anderson Rudnick Investment Management
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MG
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State Street
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Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 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

National Wealth Management Group's LII Position: Q4 2022 in Review

National Wealth Management Group sold out of Lennox International (LII) in Q4 2022, closing a stake of 1,422 shares — an estimated $317K sold.

National Wealth Management Group first reported a position in LII in Q3 2022 and held it in 1 quarter. The position peaked at $317K in Q3 2022. 428 funds tracked by Wall St. Rank hold LII as of Q4 2022.

  • National Wealth Management Group reported no remaining Lennox International position as of Q4 2022 after selling out during the quarter.
  • National Wealth Management Group sold 1,422 Lennox International shares in Q4 2022, an estimated $317K.
  • National Wealth Management Group first reported a position in Lennox International in Q3 2022 and held it in 1 quarter.
  • National Wealth Management Group's Lennox International position peaked at $317K in Q3 2022.
  • 428 funds tracked by Wall St. Rank held Lennox International as of Q4 2022.

Based on National Wealth Management Group's 13F filing for Q4 2022, filed 17 Nov 2023.