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SYSTM Wealth Solutions’s Lennox International LII Stock Holding History

SYSTM Wealth Solutions’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
2024
Q2 		– Sell
-135
Closed -$65.8K – 828
2024
Q1 		$65.8K Buy
135
+1
+0.7% +$455 0.01% 539
2023
Q4 		$60.2K Buy
+134
New +$53.4K 0.01% 549

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Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

SYSTM Wealth Solutions's LII Position: Q2 2024 in Review

SYSTM Wealth Solutions sold out of Lennox International (LII) in Q2 2024, closing a stake of 135 shares — an estimated $65.8K sold.

SYSTM Wealth Solutions first reported a position in LII in Q4 2023 and held it in 2 quarters. The position peaked at $65.8K in Q1 2024. 547 funds tracked by Wall St. Rank hold LII as of Q2 2024.

  • SYSTM Wealth Solutions reported no remaining Lennox International position as of Q2 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 135 Lennox International shares in Q2 2024, an estimated $65.8K.
  • SYSTM Wealth Solutions first reported a position in Lennox International in Q4 2023 and held it in 2 quarters.
  • SYSTM Wealth Solutions's Lennox International position peaked at $65.8K in Q1 2024.
  • 547 funds tracked by Wall St. Rank held Lennox International as of Q2 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q2 2024, filed 12 Aug 2024.