Summit Wealth Group’s Lennox International LII Stock Holding History

Summit Wealth Group’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
2023 Q2	–	Sell	-20,354	Closed	–	–	180
2023 Q1	$0	Buy	+20,354	New	+$5.14M	﹤0.01%	213

Other funds holding LII

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

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

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

LCOV

London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Summit Wealth Group's LII Position: Q2 2023 in Review

Summit Wealth Group sold out of Lennox International (LII) in Q2 2023, closing a stake of 20,354 shares.

Summit Wealth Group first reported a position in LII in Q1 2023 and held it in 1 quarter. The position peaked at $0 in Q1 2023. 416 funds tracked by Wall St. Rank hold LII as of Q2 2023.

Summit Wealth Group reported no remaining Lennox International position as of Q2 2023 after selling out during the quarter.
Summit Wealth Group sold 20,354 Lennox International shares in Q2 2023.
Summit Wealth Group first reported a position in Lennox International in Q1 2023 and held it in 1 quarter.
Summit Wealth Group's Lennox International position peaked at $0 in Q1 2023.
416 funds tracked by Wall St. Rank held Lennox International as of Q2 2023.

Based on Summit Wealth Group's 13F filing for Q2 2023, filed 26 Jul 2023.