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Bartlett & Co Wealth Management’s LCI Industries LCII Stock Holding History

Bartlett & Co Wealth Management’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
2022
Q4 		– Sell
-30
Closed -$3.04K – 1160
2022
Q3 		$3.04K Sell
30
-76
-72% -$9.24K ﹤0.01% 999
2022
Q2 		$11.9K Buy
106
+76
+253% +$8.31K ﹤0.01% 831
2022
Q1 		$3.11K Buy
+30
New +$3.75K ﹤0.01% 973
2021
Q4 		– Sell
-52
Closed -$7K – 666
2021
Q3 		$7K Buy
52
+22
+73% +$3.04K ﹤0.01% 740
2021
Q2 		$3.94K Hold
30
– – ﹤0.01% 785
2021
Q1 		$3.97K Buy
+30
New +$4.19K ﹤0.01% 815

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
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 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
JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bartlett & Co Wealth Management's LCII Position: Q4 2022 in Review

Bartlett & Co Wealth Management sold out of LCI Industries (LCII) in Q4 2022, closing a stake of 30 shares — an estimated $3.04K sold.

Bartlett & Co Wealth Management first reported a position in LCII in Q1 2021 and held it in 6 quarters. The position peaked at $11.9K in Q2 2022. 268 funds tracked by Wall St. Rank hold LCII as of Q4 2022.

  • Bartlett & Co Wealth Management reported no remaining LCI Industries position as of Q4 2022 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 30 LCI Industries shares in Q4 2022, an estimated $3.04K.
  • Bartlett & Co Wealth Management first reported a position in LCI Industries in Q1 2021 and held it in 6 quarters.
  • Bartlett & Co Wealth Management's LCI Industries position peaked at $11.9K in Q2 2022.
  • 268 funds tracked by Wall St. Rank held LCI Industries as of Q4 2022.

Based on Bartlett & Co Wealth Management's 13F filing for Q4 2022, filed 14 Feb 2024.