Sierra Ocean’s Lennox International LII Stock Holding History

Sierra Ocean’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 Q3	–	Sell	-4	Closed	-$2.29K	–	547
2025 Q2	$2.29K	Buy	+4	New	+$2.24K	﹤0.01%	732

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

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

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

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

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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Sierra Ocean's LII Position: Q3 2025 in Review

Sierra Ocean sold out of Lennox International (LII) in Q3 2025, closing a stake of 4 shares — an estimated $2.29K sold.

Sierra Ocean first reported a position in LII in Q2 2025 and held it in 1 quarter. The position peaked at $2.29K in Q2 2025. 667 funds tracked by Wall St. Rank hold LII as of Q3 2025.

Sierra Ocean reported no remaining Lennox International position as of Q3 2025 after selling out during the quarter.
Sierra Ocean sold 4 Lennox International shares in Q3 2025, an estimated $2.29K.
Sierra Ocean first reported a position in Lennox International in Q2 2025 and held it in 1 quarter.
Sierra Ocean's Lennox International position peaked at $2.29K in Q2 2025.
667 funds tracked by Wall St. Rank held Lennox International as of Q3 2025.

Based on Sierra Ocean's 13F filing for Q3 2025, filed 7 Nov 2025.