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Burney Company’s LCI Industries LCII Stock Holding History

Burney Company’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
Q1 		– Sell
-3,297
Closed -$414K – 610
2023
Q4 		$414K Sell
3,297
-6,207
-65% -$714K 0.02% 450
2023
Q3 		$1.12M Sell
9,504
-34
-0.4% -$4.26K 0.05% 297
2023
Q2 		$1.21M Sell
9,538
-12,454
-57% -$1.43M 0.06% 296
2023
Q1 		$2.42M Buy
21,992
+15,797
+255% +$1.73M 0.12% 203
2022
Q4 		$573K Buy
+6,195
New +$608K 0.03% 378

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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 $3.38T AUM 44.17% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Burney Company's LCII Position: Q1 2024 in Review

Burney Company sold out of LCI Industries (LCII) in Q1 2024, closing a stake of 3,297 shares — an estimated $414K sold.

Burney Company first reported a position in LCII in Q4 2022 and held it in 5 quarters. The position peaked at $2.42M in Q1 2023. 289 funds tracked by Wall St. Rank hold LCII as of Q1 2024.

  • Burney Company reported no remaining LCI Industries position as of Q1 2024 after selling out during the quarter.
  • Burney Company sold 3,297 LCI Industries shares in Q1 2024, an estimated $414K.
  • Burney Company first reported a position in LCI Industries in Q4 2022 and held it in 5 quarters.
  • Burney Company's LCI Industries position peaked at $2.42M in Q1 2023.
  • 289 funds tracked by Wall St. Rank held LCI Industries as of Q1 2024.

Based on Burney Company's 13F filing for Q1 2024, filed 22 May 2024.