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Advisor OS’s LCI Industries LCII Stock Holding History

Advisor OS’s Portfolio LCII Stock Details LCII Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-2,328
Closed -$241K – 420
2024
Q2 		$241K Buy
2,328
+52
+2% +$5.61K 0.03% 343
2024
Q1 		$280K Buy
2,276
+212
+10% +$24.9K 0.03% 319
2023
Q4 		$260K Sell
2,064
-103
-5% -$11.8K 0.03% 282
2023
Q3 		$255K Buy
2,167
+105
+5% +$13.2K 0.04% 253
2023
Q2 		$261K Buy
2,062
+101
+5% +$11.6K 0.04% 254
2023
Q1 		$216K Buy
+1,961
New +$215K 0.05% 223

Other funds holding LCII

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Advisor OS's LCII Position: Q3 2024 in Review

Advisor OS sold out of LCI Industries (LCII) in Q3 2024, closing a stake of 2,328 shares — an estimated $241K sold.

Advisor OS first reported a position in LCII in Q1 2023 and held it in 6 quarters. The position peaked at $280K in Q1 2024. 302 funds tracked by Wall St. Rank hold LCII as of Q3 2024.

  • Advisor OS reported no remaining LCI Industries position as of Q3 2024 after selling out during the quarter.
  • Advisor OS sold 2,328 LCI Industries shares in Q3 2024, an estimated $241K.
  • Advisor OS first reported a position in LCI Industries in Q1 2023 and held it in 6 quarters.
  • Advisor OS's LCI Industries position peaked at $280K in Q1 2024.
  • 302 funds tracked by Wall St. Rank held LCI Industries as of Q3 2024.

Based on Advisor OS's 13F filing for Q3 2024, filed 4 Nov 2024.