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Baldwin Wealth Partners’s LCI Industries LCII Stock Holding History

Baldwin Wealth Partners’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
Q4 		– Sell
-153
Closed -$18.4K – 667
2024
Q3 		$18.4K Buy
+153
New +$17.3K ﹤0.01% 710

Other funds holding LCII

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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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Baldwin Wealth Partners's LCII Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of LCI Industries (LCII) in Q4 2024, closing a stake of 153 shares — an estimated $18.4K sold.

Baldwin Wealth Partners first reported a position in LCII in Q3 2024 and held it in 1 quarter. The position peaked at $18.4K in Q3 2024. 293 funds tracked by Wall St. Rank hold LCII as of Q4 2024.

  • Baldwin Wealth Partners reported no remaining LCI Industries position as of Q4 2024 after selling out during the quarter.
  • Baldwin Wealth Partners sold 153 LCI Industries shares in Q4 2024, an estimated $18.4K.
  • Baldwin Wealth Partners first reported a position in LCI Industries in Q3 2024 and held it in 1 quarter.
  • Baldwin Wealth Partners's LCI Industries position peaked at $18.4K in Q3 2024.
  • 293 funds tracked by Wall St. Rank held LCI Industries as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.