WI
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Wintrust Investments’s Lennox International LII Stock Holding History

Wintrust Investments’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
Q4 		– Sell
-53
Closed -$32K – 481
2024
Q3 		$32K Sell
53
-477
-90% -$272K 0.02% 387
2024
Q2 		$284K Buy
530
+26
+5% +$12.8K 0.02% 389
2024
Q1 		$246K Buy
504
+1
+0.2% +$455 0.02% 412
2023
Q4 		$225K Buy
+503
New +$201K 0.02% 403

Other funds holding LII

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Wintrust Investments's LII Position: Q4 2024 in Review

Wintrust Investments sold out of Lennox International (LII) in Q4 2024, closing a stake of 53 shares — an estimated $32K sold.

Wintrust Investments first reported a position in LII in Q4 2023 and held it in 4 quarters. The position peaked at $284K in Q2 2024. 641 funds tracked by Wall St. Rank hold LII as of Q4 2024.

  • Wintrust Investments reported no remaining Lennox International position as of Q4 2024 after selling out during the quarter.
  • Wintrust Investments sold 53 Lennox International shares in Q4 2024, an estimated $32K.
  • Wintrust Investments first reported a position in Lennox International in Q4 2023 and held it in 4 quarters.
  • Wintrust Investments's Lennox International position peaked at $284K in Q2 2024.
  • 641 funds tracked by Wall St. Rank held Lennox International as of Q4 2024.

Based on Wintrust Investments's 13F filing for Q4 2024, filed 10 Feb 2025.