Plante Moran Financial Advisors’s Lennox International LII Stock Holding History

Plante Moran Financial 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
2025 Q1	–	Sell	-19	Closed	-$11.6K	–	897
2024 Q4	$11.6K	Sell	19 -177	-90%	-$111K	﹤0.01%	556
2024 Q3	$118K	Buy	+196	New	+$112K	0.01%	253
2018 Q3	–	Sell	-5	Closed	-$1K	–	813
2018 Q2	$1K	Hold	5	–	–	﹤0.01%	768
2018 Q1	$1K	Hold	5	–	–	﹤0.01%	906
2017 Q4	$1K	Hold	5	–	–	﹤0.01%	837
2017 Q3	$1K	Buy	5 +2	+67%	+$344	﹤0.01%	774
2017 Q2	$1K	Hold	3	–	–	﹤0.01%	791
2017 Q1	$1K	Buy	+3	New	+$485	﹤0.01%	832
2015 Q4	–	Sell	-30	Closed	-$3K	–	971
2015 Q3	$3K	Buy	+30	New	+$3.52K	﹤0.01%	640

Other funds holding LII

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

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Plante Moran Financial Advisors's LII Position: Q1 2025 in Review

Plante Moran Financial Advisors sold out of Lennox International (LII) in Q1 2025, closing a stake of 19 shares — an estimated $11.6K sold.

Plante Moran Financial Advisors first reported a position in LII in Q3 2015 and held it in 9 quarters. The position peaked at $118K in Q3 2024. 638 funds tracked by Wall St. Rank hold LII as of Q1 2025.

Plante Moran Financial Advisors reported no remaining Lennox International position as of Q1 2025 after selling out during the quarter.
Plante Moran Financial Advisors sold 19 Lennox International shares in Q1 2025, an estimated $11.6K.
Plante Moran Financial Advisors first reported a position in Lennox International in Q3 2015 and held it in 9 quarters.
Plante Moran Financial Advisors's Lennox International position peaked at $118K in Q3 2024.
638 funds tracked by Wall St. Rank held Lennox International as of Q1 2025.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.