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Retirement Group’s Resideo Technologies REZI Stock Holding History

Retirement Group’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
2022
Q3 		– Sell
-378
Closed -$7K – 734
2022
Q2 		$7K Hold
378
– – ﹤0.01% 493
2022
Q1 		$9K Hold
378
– – ﹤0.01% 481
2021
Q4 		$10K Hold
378
– – ﹤0.01% 442
2021
Q3 		$9K Hold
378
– – ﹤0.01% 389
2021
Q2 		$11K Hold
378
– – 0.01% 398
2021
Q1 		$11K Hold
378
– – 0.01% 464
2020
Q4 		$8K Sell
378
-2
-0.5% -$32 ﹤0.01% 452
2020
Q3 		$4K Hold
380
– – ﹤0.01% 514
2020
Q2 		$4K Buy
+380
New +$2.65K ﹤0.01% 483
2019
Q4 		$5K Buy
+414
New +$4.71K ﹤0.01% 458

Other funds holding REZI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
PIMC
Praesidium Investment Management Company New York $419M AUM 4.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Retirement Group's REZI Position: Q3 2022 in Review

Retirement Group sold out of Resideo Technologies (REZI) in Q3 2022, closing a stake of 378 shares — an estimated $7K sold.

Retirement Group first reported a position in REZI in Q4 2019 and held it in 10 quarters. The position peaked at $11K in Q2 2021. 346 funds tracked by Wall St. Rank hold REZI as of Q3 2022.

  • Retirement Group reported no remaining Resideo Technologies position as of Q3 2022 after selling out during the quarter.
  • Retirement Group sold 378 Resideo Technologies shares in Q3 2022, an estimated $7K.
  • Retirement Group first reported a position in Resideo Technologies in Q4 2019 and held it in 10 quarters.
  • Retirement Group's Resideo Technologies position peaked at $11K in Q2 2021.
  • 346 funds tracked by Wall St. Rank held Resideo Technologies as of Q3 2022.

Based on Retirement Group's 13F filing for Q3 2022, filed 14 Nov 2022.