Belpointe Asset Management’s LCI Industries LCII Stock Holding History

Belpointe Asset 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
2023 Q2	–	Sell	-2,074	Closed	-$228K	–	2116
2023 Q1	$228K	Buy	2,074 +477	+30%	+$52.2K	0.01%	875
2022 Q4	$148K	Sell	1,597 -41	-3%	-$4.03K	0.01%	1028
2022 Q3	$166K	Buy	1,638 +240	+17%	+$29.2K	0.01%	918
2022 Q2	$157K	Sell	1,398 -164	-10%	-$17.9K	0.01%	921
2022 Q1	$162K	Sell	1,562 -380	-20%	-$47.6K	0.01%	994
2021 Q4	$302K	Sell	1,942 -21	-1%	-$3.12K	0.02%	708
2021 Q3	$264K	Sell	1,963 -117	-6%	-$16.1K	0.02%	743
2021 Q2	$273K	Buy	2,080 +972	+88%	+$136K	0.02%	712
2021 Q1	$147K	Buy	+1,108	New	+$155K	0.01%	862

Other funds holding LCII

BlackRock New York $6.73T AUM 46.02% 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 $32.2B AUM 10.98% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Belpointe Asset Management's LCII Position: Q2 2023 in Review

Belpointe Asset Management sold out of LCI Industries (LCII) in Q2 2023, closing a stake of 2,074 shares — an estimated $228K sold.

Belpointe Asset Management first reported a position in LCII in Q1 2021 and held it in 9 quarters. The position peaked at $302K in Q4 2021. 272 funds tracked by Wall St. Rank hold LCII as of Q2 2023.

Belpointe Asset Management reported no remaining LCI Industries position as of Q2 2023 after selling out during the quarter.
Belpointe Asset Management sold 2,074 LCI Industries shares in Q2 2023, an estimated $228K.
Belpointe Asset Management first reported a position in LCI Industries in Q1 2021 and held it in 9 quarters.
Belpointe Asset Management's LCI Industries position peaked at $302K in Q4 2021.
272 funds tracked by Wall St. Rank held LCI Industries as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.