Number of Shares
425,001.00
Current Holdings Value*
$238.35 Mil
% of Portfolio
2.68%
Total Estimate Gain
$39.55 Mil
% of Total Estimate Gain
7.98%

Beacon Pointe Advisors, LLC's Lennox International Inc Holding Summary

As of 2025-03-31, Beacon Pointe Advisors, LLC held 425,001.00 shares of Lennox International Inc(LII), totaling $238.35 Mil. This investment constitutes 2.68% of their stock portfolio, and Beacon Pointe Advisors, LLC now holds 1.2% of the outstanding Lennox International Inc(LII) stock.

The initial trade took place in 2023Q3. And since then Beacon Pointe Advisors, LLC has made 3 purchases of LII, at an average price of $484.87, for a total of 1.02 Mil shares. In addition, there have been 3 sales at an average price of $492.31 for 596,516.00 shares. Based on historical transaction data and LII's current price of $567.49, Beacon Pointe Advisors, LLC's estimated gain on his LII holdings is $39.55 Mil, reflecting a 7.98% gain to date.

Beacon Pointe Advisors, LLC LII ($567.49) Holding Chart

Beacon Pointe Advisors, LLC LII ($567.49) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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