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Redwood Investments’s Comfort Systems FIX Stock Holding History

Redwood Investments’s Portfolio FIX Stock Details FIX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$1.3M Sell
4,039
-3,630
-47% -$1.46M 0.49% 70
2024
Q4 		$3.25M Sell
7,669
-15,026
-66% -$6.6M 0.87% 29
2024
Q3 		$8.86M Buy
22,695
+1,976
+10% +$651K 2.64% 6
2024
Q2 		$5.88M Buy
20,719
+4,709
+29% +$1.5M 2% 10
2024
Q1 		$5.01M Sell
16,010
-6,191
-28% -$1.58M 1.47% 13
2023
Q4 		$4.57M Sell
22,201
-58,784
-73% -$10.9M 1.19% 23
2023
Q3 		$13.8M Buy
+80,985
New +$14.2M 1.87% 17
2016
Q3 		– Sell
-94,935
Closed -$3.09M – 189
2016
Q2 		$3.09M Buy
94,935
+34,270
+56% +$1.09M 0.28% 94
2016
Q1 		$1.93M Buy
+60,665
New +$1.72M 0.19% 98

Other funds holding FIX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Redwood Investments's FIX Position: Q1 2025 in Review

Redwood Investments reduced its Comfort Systems (FIX) stake by 47% in Q1 2025, selling an estimated $1.46M and leaving 4,039 shares worth $1.3M. The position accounts for 0.49% of the portfolio, ranked #70.

Redwood Investments first reported a position in FIX in Q1 2016 and has held it in 9 quarters since. The position peaked at $13.8M in Q3 2023. 631 funds tracked by Wall St. Rank hold FIX as of Q1 2025.

  • Redwood Investments held 4,039 shares of Comfort Systems worth $1.3M as of Q1 2025.
  • Redwood Investments sold 3,630 Comfort Systems shares in Q1 2025, an estimated $1.46M.
  • Comfort Systems made up 0.49% of Redwood Investments's portfolio in Q1 2025, its #70 holding.
  • Redwood Investments first reported a position in Comfort Systems in Q1 2016 and has held it in 9 quarters since.
  • Redwood Investments's Comfort Systems position peaked at $13.8M in Q3 2023.
  • 631 funds tracked by Wall St. Rank held Comfort Systems as of Q1 2025.

Based on Redwood Investments's 13F filing for Q1 2025, filed 16 May 2025.