Sugarloaf Wealth Management’s Resideo Technologies REZI Stock Holding History

Sugarloaf Wealth Management’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
2024 Q3	–	Sell	-9	Closed	-$176	–	708
2024 Q2	$176	Hold	9	–	–	﹤0.01%	645
2024 Q1	$202	Hold	9	–	–	﹤0.01%	654
2023 Q4	$169	Hold	9	–	–	﹤0.01%	665
2023 Q3	$142	Hold	9	–	–	﹤0.01%	667
2023 Q2	$159	Sell	9 -4	-31%	-$69	﹤0.01%	674
2023 Q1	$238	Hold	13	–	–	﹤0.01%	676
2022 Q4	$214	Hold	13	–	–	﹤0.01%	757
2022 Q3	$1K	Hold	13	–	–	﹤0.01%	793
2022 Q2	$0	Hold	13	–	–	﹤0.01%	822
2022 Q1	$0	Hold	13	–	–	﹤0.01%	753
2021 Q4	$0	Hold	13	–	–	﹤0.01%	774
2021 Q3	$0	Hold	13	–	–	﹤0.01%	796
2021 Q2	$0	Hold	13	–	–	﹤0.01%	781
2021 Q1	$0	Hold	13	–	–	﹤0.01%	780
2020 Q4	$0	Hold	13	–	–	﹤0.01%	751
2020 Q3	$0	Hold	13	–	–	﹤0.01%	715
2020 Q2	$0	Hold	13	–	–	﹤0.01%	723
2020 Q1	$0	Hold	13	–	–	﹤0.01%	730
2019 Q4	$0	Buy	+13	New	+$148	﹤0.01%	706

Other funds holding REZI

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

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

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Sugarloaf Wealth Management's REZI Position: Q3 2024 in Review

Sugarloaf Wealth Management sold out of Resideo Technologies (REZI) in Q3 2024, closing a stake of 9 shares — an estimated $176 sold.

Sugarloaf Wealth Management first reported a position in REZI in Q4 2019 and held it in 19 quarters. The position peaked at $1K in Q3 2022. 388 funds tracked by Wall St. Rank hold REZI as of Q3 2024.

Sugarloaf Wealth Management reported no remaining Resideo Technologies position as of Q3 2024 after selling out during the quarter.
Sugarloaf Wealth Management sold 9 Resideo Technologies shares in Q3 2024, an estimated $176.
Sugarloaf Wealth Management first reported a position in Resideo Technologies in Q4 2019 and held it in 19 quarters.
Sugarloaf Wealth Management's Resideo Technologies position peaked at $1K in Q3 2022.
388 funds tracked by Wall St. Rank held Resideo Technologies as of Q3 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q3 2024, filed 8 Oct 2024.