AO
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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 $5.72T AUM 30.48% 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 $34B AUM 6.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return