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Summit Global Investments’s Resideo Technologies REZI Stock Holding History

Summit Global Investments’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
Q4 		– Sell
-20,867
Closed -$420K – 617
2024
Q3 		$420K Buy
20,867
+9,470
+83% +$188K 0.03% 385
2024
Q2 		$223K Buy
+11,397
New +$236K 0.02% 462

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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Summit Global Investments's REZI Position: Q4 2024 in Review

Summit Global Investments sold out of Resideo Technologies (REZI) in Q4 2024, closing a stake of 20,867 shares — an estimated $420K sold.

Summit Global Investments first reported a position in REZI in Q2 2024 and held it in 2 quarters. The position peaked at $420K in Q3 2024. 399 funds tracked by Wall St. Rank hold REZI as of Q4 2024.

  • Summit Global Investments reported no remaining Resideo Technologies position as of Q4 2024 after selling out during the quarter.
  • Summit Global Investments sold 20,867 Resideo Technologies shares in Q4 2024, an estimated $420K.
  • Summit Global Investments first reported a position in Resideo Technologies in Q2 2024 and held it in 2 quarters.
  • Summit Global Investments's Resideo Technologies position peaked at $420K in Q3 2024.
  • 399 funds tracked by Wall St. Rank held Resideo Technologies as of Q4 2024.

Based on Summit Global Investments's 13F filing for Q4 2024, filed 11 Feb 2025.