Ownership history in Savant Capital, LLC Β· 7 quarters on record
This page tracks every 13F SEC filing in which Savant Capital, LLC reported a position in LENNOX INTL INC (LII). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Savant Capital, LLC underperformed the S&P 500 by β17.1% annually on this LII position. Timing score: 40% (2/5 decisions correct). Average cost basis: $555.83. Maximum drawdown during holding period: β12.5%.
β Significantly underperformed the S&P 500 by 17.1% ann.
5 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
2 of 5 add/trim decisions correct
Best entry: $527.88 (2024 Q2) Β· Worst: $603.49 (2024 Q4)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
5 adds Β· 2 trims. Bought during 0 of 2 down-price quarters. π Consistently bullish β fund kept accumulating this position.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.0% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size