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Sutton Wealth Advisors’s Lennox International LII Stock Holding History

Sutton Wealth Advisors’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
Q1 		– Sell
-3
Closed -$718 – 1218
2022
Q4 		$718 Hold
3
– – ﹤0.01% 1419
2022
Q3 		$668 Sell
3
-1
-25% -$238 ﹤0.01% 1405
2022
Q2 		$826 Buy
4
+2
+100% +$438 ﹤0.01% 1336
2022
Q1 		$516 Sell
2
-2
-50% -$549 ﹤0.01% 1480
2021
Q4 		$1.3K Buy
+4
New +$1.25K ﹤0.01% 1266

Other funds holding LII

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
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
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Sutton Wealth Advisors's LII Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of Lennox International (LII) in Q1 2023, closing a stake of 3 shares — an estimated $718 sold.

Sutton Wealth Advisors first reported a position in LII in Q4 2021 and held it in 5 quarters. The position peaked at $1.3K in Q4 2021. 410 funds tracked by Wall St. Rank hold LII as of Q1 2023.

  • Sutton Wealth Advisors reported no remaining Lennox International position as of Q1 2023 after selling out during the quarter.
  • Sutton Wealth Advisors sold 3 Lennox International shares in Q1 2023, an estimated $718.
  • Sutton Wealth Advisors first reported a position in Lennox International in Q4 2021 and held it in 5 quarters.
  • Sutton Wealth Advisors's Lennox International position peaked at $1.3K in Q4 2021.
  • 410 funds tracked by Wall St. Rank held Lennox International as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.