Squar Milner Financial Services’s Lennox International LII Stock Holding History

Squar Milner 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
2020 Q2	–	Sell	-434	Closed	-$78K	–	487
2020 Q1	$78K	Buy	434 +100	+30%	+$23.1K	0.05%	314
2019 Q4	$81K	Buy	+334	New	+$82.8K	0.04%	370
2019 Q3	–	Sell	-23	Closed	-$6K	–	494
2019 Q2	$6K	Sell	23 -24	-51%	-$6.54K	﹤0.01%	576
2019 Q1	$12K	Hold	47	–	–	0.01%	488
2018 Q4	$10K	Hold	47	–	–	0.01%	469
2018 Q3	$10K	Hold	47	–	–	0.01%	493
2018 Q2	$9K	Buy	+47	New	+$9.52K	0.01%	613

Other funds holding LII

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

SWM

Southern Wealth Management Dallas, Texas $258M AUM 8.53% 1-Year Est. Return

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

DCP

Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Squar Milner Financial Services's LII Position: Q2 2020 in Review

Squar Milner Financial Services sold out of Lennox International (LII) in Q2 2020, closing a stake of 434 shares — an estimated $78K sold.

Squar Milner Financial Services first reported a position in LII in Q2 2018 and held it in 7 quarters. The position peaked at $81K in Q4 2019. 373 funds tracked by Wall St. Rank hold LII as of Q2 2020.

Squar Milner Financial Services reported no remaining Lennox International position as of Q2 2020 after selling out during the quarter.
Squar Milner Financial Services sold 434 Lennox International shares in Q2 2020, an estimated $78K.
Squar Milner Financial Services first reported a position in Lennox International in Q2 2018 and held it in 7 quarters.
Squar Milner Financial Services's Lennox International position peaked at $81K in Q4 2019.
373 funds tracked by Wall St. Rank held Lennox International as of Q2 2020.

Based on Squar Milner Financial Services's 13F filing for Q2 2020, filed 16 Jul 2020.