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Bowling Portfolio Management’s LCI Industries LCII Stock Holding History

Bowling Portfolio 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
2020
Q3 		– Sell
-7,751
Closed -$891K – 447
2020
Q2 		$891K Sell
7,751
-1,455
-16% -$134K 0.19% 135
2020
Q1 		$615K Sell
9,206
-2,329
-20% -$227K 0.15% 199
2019
Q4 		$1.24M Buy
+11,535
New +$1.17M 0.21% 143
2017
Q3 		– Sell
-6,892
Closed -$706K – 391
2017
Q2 		$706K Buy
6,892
+1,953
+40% +$187K 0.1% 258
2017
Q1 		$493K Buy
4,939
+394
+9% +$42.4K 0.08% 271
2016
Q4 		$490K Buy
+4,545
New +$452K 0.07% 244

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
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $2.05B AUM 43.16% 1-Year Est. Return

Bowling Portfolio Management's LCII Position: Q3 2020 in Review

Bowling Portfolio Management sold out of LCI Industries (LCII) in Q3 2020, closing a stake of 7,751 shares — an estimated $891K sold.

Bowling Portfolio Management first reported a position in LCII in Q4 2016 and held it in 6 quarters. The position peaked at $1.24M in Q4 2019. 252 funds tracked by Wall St. Rank hold LCII as of Q3 2020.

  • Bowling Portfolio Management reported no remaining LCI Industries position as of Q3 2020 after selling out during the quarter.
  • Bowling Portfolio Management sold 7,751 LCI Industries shares in Q3 2020, an estimated $891K.
  • Bowling Portfolio Management first reported a position in LCI Industries in Q4 2016 and held it in 6 quarters.
  • Bowling Portfolio Management's LCI Industries position peaked at $1.24M in Q4 2019.
  • 252 funds tracked by Wall St. Rank held LCI Industries as of Q3 2020.

Based on Bowling Portfolio Management's 13F filing for Q3 2020, filed 15 Oct 2020.