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Squar Milner Financial Services’s Resideo Technologies REZI Stock Holding History

Squar Milner Financial Services’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
2020
Q2 		– Sell
-135
Closed – – 588
2020
Q1 		$0 Hold
135
– – ﹤0.01% 846
2019
Q4 		$1K Buy
+135
New +$1.54K ﹤0.01% 801
2019
Q3 		– Sell
-138
Closed -$3K – 596
2019
Q2 		$3K Sell
138
-28
-17% -$592 ﹤0.01% 682
2019
Q1 		$3K Buy
+166
New +$3.68K ﹤0.01% 741

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
FCM
Freshford Capital Management Rye Brook, New York $200M AUM 31.49% 1-Year Est. Return
PIMC
Praesidium Investment Management Company New York $419M AUM 4.58% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

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

Squar Milner Financial Services sold out of Resideo Technologies (REZI) in Q2 2020, closing a stake of 135 shares.

Squar Milner Financial Services first reported a position in REZI in Q1 2019 and held it in 4 quarters. The position peaked at $3K in Q2 2019. 369 funds tracked by Wall St. Rank hold REZI as of Q2 2020.

  • Squar Milner Financial Services reported no remaining Resideo Technologies position as of Q2 2020 after selling out during the quarter.
  • Squar Milner Financial Services sold 135 Resideo Technologies shares in Q2 2020.
  • Squar Milner Financial Services first reported a position in Resideo Technologies in Q1 2019 and held it in 4 quarters.
  • Squar Milner Financial Services's Resideo Technologies position peaked at $3K in Q2 2019.
  • 369 funds tracked by Wall St. Rank held Resideo Technologies as of Q2 2020.

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