Portfolio of Heating, Ventilation and Air Conditioning (HVAC) Stocks

The following table lists 7 heating, ventilation and air conditioning (HVAC) stocks.


7 HVAC Stocks

Name & Return

Symbol
& Snapshot

AAON AAON
Carrier Globa CARR
Comfort Systems USA FIX
Johnson Controls JCI
Lennox International LII
Trane Technologies TT
Watsco WSO
Display Price Chart for each stock.
Display Dividend Chart for each stock.

Portfolio Values

To inspect the performance of the HVAC Stocks portfolio, see the chart below. Portfolio values are computed using monthly closes for stocks from Alpha Vantage.

The 6 stocks included in the portfolio computations are: AAON, FIX, JCI, LII, TT and WSO. The current value of the portfolio assumes that $1,666.67 was invested in each stock at its closing monthly price for the first date shown on the portfolio value chart below. All prices are adjusted for splits and dividends. CARR was excluded from the portfolio computations because of insufficient price data.

The current value of the $10,000 investment is $32,932. The percent return is 229.32%. The annualized return is 26.92%.



Portfolio Value Chart for Last 100 Daily Closes


See Portfolio of Heating, Ventilation and Air Conditioning (HVAC) Stocks - Expanded Version.

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