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Sowell Financial Services’s Lennox International LII Stock Holding History

Sowell Financial Services’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
2021
Q2 		– Sell
-10
Closed -$3K – 1754
2021
Q1 		$3K Hold
10
– – ﹤0.01% 2743
2020
Q4 		$3K Sell
10
-10
-50% -$2.84K ﹤0.01% 2399
2020
Q3 		$5K Hold
20
– – ﹤0.01% 1993
2020
Q2 		$5K Sell
20
-114
-85% -$23K ﹤0.01% 1899
2020
Q1 		$24K Sell
134
-74
-36% -$17.1K ﹤0.01% 1326
2019
Q4 		$51K Buy
208
+187
+890% +$46.4K ﹤0.01% 1145
2019
Q3 		$5K Buy
+21
New +$5.42K ﹤0.01% 1768

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Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

Sowell Financial Services's LII Position: Q2 2021 in Review

Sowell Financial Services sold out of Lennox International (LII) in Q2 2021, closing a stake of 10 shares — an estimated $3K sold.

Sowell Financial Services first reported a position in LII in Q3 2019 and held it in 7 quarters. The position peaked at $51K in Q4 2019. 431 funds tracked by Wall St. Rank hold LII as of Q2 2021.

  • Sowell Financial Services reported no remaining Lennox International position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 10 Lennox International shares in Q2 2021, an estimated $3K.
  • Sowell Financial Services first reported a position in Lennox International in Q3 2019 and held it in 7 quarters.
  • Sowell Financial Services's Lennox International position peaked at $51K in Q4 2019.
  • 431 funds tracked by Wall St. Rank held Lennox International as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.