Atala Financial’s LCI Industries LCII Stock Holding History

Atala Financial’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
2025 Q2	–	Sell	-54	Closed	-$4.72K	–	307
2025 Q1	$4.72K	Hold	54	–	–	﹤0.01%	422
2024 Q4	$5.58K	Buy	+54	New	+$6.23K	﹤0.01%	410

Other funds holding LCII

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Atala Financial's LCII Position: Q2 2025 in Review

Atala Financial sold out of LCI Industries (LCII) in Q2 2025, closing a stake of 54 shares — an estimated $4.72K sold.

Atala Financial first reported a position in LCII in Q4 2024 and held it in 2 quarters. The position peaked at $5.58K in Q4 2024. 324 funds tracked by Wall St. Rank hold LCII as of Q2 2025.

Atala Financial reported no remaining LCI Industries position as of Q2 2025 after selling out during the quarter.
Atala Financial sold 54 LCI Industries shares in Q2 2025, an estimated $4.72K.
Atala Financial first reported a position in LCI Industries in Q4 2024 and held it in 2 quarters.
Atala Financial's LCI Industries position peaked at $5.58K in Q4 2024.
324 funds tracked by Wall St. Rank held LCI Industries as of Q2 2025.

Based on Atala Financial's 13F filing for Q2 2025, filed 7 Aug 2025.