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Schechter Investment Advisors’s Lennox International LII Stock Holding History

Schechter Investment 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 		$219K Buy
391
+8
+2% +$4.84K 0.02% 538
2024
Q4 		$233K Sell
383
-18
-4% -$11.3K 0.02% 540
2024
Q3 		$242K Buy
401
+11
+3% +$6.28K 0.02% 544
2024
Q2 		$209K Sell
390
-28
-7% -$13.8K 0.02% 556
2024
Q1 		$204K Buy
+418
New +$190K 0.02% 581

Other funds holding LII

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Schechter Investment Advisors's LII Position: Q1 2025 in Review

Schechter Investment Advisors increased its Lennox International (LII) stake by 2.1% in Q1 2025, buying an estimated $4.84K and bringing the position to 391 shares worth $219K. The position accounts for 0.02% of the portfolio, ranked #538.

Schechter Investment Advisors first reported a position in LII in Q1 2024 and has held it in 5 quarters since. The position peaked at $242K in Q3 2024. 635 funds tracked by Wall St. Rank hold LII as of Q1 2025.

  • Schechter Investment Advisors held 391 shares of Lennox International worth $219K as of Q1 2025.
  • Schechter Investment Advisors bought 8 Lennox International shares in Q1 2025, an estimated $4.84K.
  • Lennox International made up 0.02% of Schechter Investment Advisors's portfolio in Q1 2025, its #538 holding.
  • Schechter Investment Advisors first reported a position in Lennox International in Q1 2024 and has held it in 5 quarters since.
  • Schechter Investment Advisors's Lennox International position peaked at $242K in Q3 2024.
  • 635 funds tracked by Wall St. Rank held Lennox International as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.