YorkBridge Wealth Partners’s Lennox International LII Stock Holding History

YorkBridge Wealth Partners’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
2019 Q3	–	Sell	-585	Closed	-$161K	–	448
2019 Q2	$161K	Sell	585 -34	-5%	-$9.27K	0.07%	208
2019 Q1	$164K	Sell	619 -24	-4%	-$5.74K	0.08%	188
2018 Q4	$141K	Sell	643 -17	-3%	-$3.59K	0.07%	194
2018 Q3	$143K	Sell	660 -11	-2%	-$2.4K	0.07%	223
2018 Q2	$134K	Buy	671 +22	+3%	+$4.46K	0.06%	239
2018 Q1	$131K	Buy	649 +34	+6%	+$7.07K	0.06%	243
2017 Q4	$121K	Sell	615 -19	-3%	-$3.71K	0.06%	251
2017 Q3	$113K	Sell	634 -14	-2%	-$2.41K	0.06%	248
2017 Q2	$119K	Buy	648 +28	+5%	+$4.88K	0.06%	234
2017 Q1	$103K	Buy	620 +101	+19%	+$16.3K	0.05%	253
2016 Q4	$80K	Buy	+519	New	+$79.3K	0.05%	278

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

YorkBridge Wealth Partners's LII Position: Q3 2019 in Review

YorkBridge Wealth Partners sold out of Lennox International (LII) in Q3 2019, closing a stake of 585 shares — an estimated $161K sold.

YorkBridge Wealth Partners first reported a position in LII in Q4 2016 and held it in 11 quarters. The position peaked at $164K in Q1 2019. 389 funds tracked by Wall St. Rank hold LII as of Q3 2019.

YorkBridge Wealth Partners reported no remaining Lennox International position as of Q3 2019 after selling out during the quarter.
YorkBridge Wealth Partners sold 585 Lennox International shares in Q3 2019, an estimated $161K.
YorkBridge Wealth Partners first reported a position in Lennox International in Q4 2016 and held it in 11 quarters.
YorkBridge Wealth Partners's Lennox International position peaked at $164K in Q1 2019.
389 funds tracked by Wall St. Rank held Lennox International as of Q3 2019.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2019, filed 21 Oct 2019.