AJO LP’s LCI Industries LCII Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2014 Q4	–	Sell	-129,240	Closed	-$5.45M	–	468
2014 Q3	$5.45M	Sell	129,240 -114,510	-47%	-$4.83M	0.02%	247
2014 Q2	$12.2M	Sell	243,750 -55,060	-18%	-$2.75M	0.05%	199
2014 Q1	$16.2M	Buy	+298,810	New	+$16.2M	0.07%	155