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OIA
Optimum Investment Advisors’s
Lennox International
LII
Stock Holding History
Optimum Investment Advisors’s Portfolio
LII Stock Details
LII Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2019
Q3
–
Sell
-700
Closed
-$193K
–
1011
2019
Q2
$193K
Hold
700
–
–
0.06%
274
2019
Q1
$185K
Hold
700
–
–
0.06%
283
2018
Q4
$153K
Hold
700
–
–
0.05%
297
2018
Q3
$153K
Hold
700
–
–
0.04%
335
2018
Q2
$140K
Hold
700
–
–
0.04%
348
2018
Q1
$143K
Buy
+700
New
+$146K
0.04%
337
2017
Q4
–
Sell
-1,130
Closed
-$202K
–
315
2017
Q3
$202K
Hold
1,130
–
–
0.07%
281
2017
Q2
$208K
Buy
+1,130
New
+$197K
0.07%
273
2016
Q4
–
Sell
-1,290
Closed
-$203K
–
286
2016
Q3
$203K
Buy
+1,290
New
+$201K
0.08%
269
2016
Q2
–
Sell
-1,540
Closed
-$208K
–
286
2016
Q1
$208K
Buy
+1,540
New
+$191K
0.08%
249
2015
Q4
–
Sell
-1,815
Closed
-$206K
–
284
2015
Q3
$206K
Buy
+1,815
New
+$213K
0.08%
251
2015
Q1
$203K
Sell
1,815
-210
-10%
-$21.7K
0.06%
281
2014
Q4
$193K
Hold
2,025
–
–
0.06%
270
2014
Q3
$156K
Hold
2,025
–
–
0.05%
295
2014
Q2
$181K
Hold
2,025
–
–
0.06%
269
2014
Q1
$184K
Hold
2,025
–
–
0.07%
232
2013
Q4
$172K
Hold
2,025
–
–
0.06%
240
2013
Q3
$152K
Buy
+2,025
New
+$143K
0.06%
235
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1-Year Est. Return
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1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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