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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
BlackRock New York $5.72T AUM 30.48% 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 $34B AUM 6.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return