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Carroll Financial Associates’s LCI Industries LCII Stock Holding History

Carroll Financial Associates’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
2019
Q4 		– Sell
-18
Closed -$1K – 1611
2019
Q3 		$1K Sell
18
-46
-72% -$4.09K ﹤0.01% 1422
2019
Q2 		$5K Buy
64
+18
+39% +$1.59K ﹤0.01% 1199
2019
Q1 		$3K Buy
+46
New +$3.64K ﹤0.01% 1206

Other funds holding LCII

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Vanguard Group
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Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 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
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

Carroll Financial Associates's LCII Position: Q4 2019 in Review

Carroll Financial Associates sold out of LCI Industries (LCII) in Q4 2019, closing a stake of 18 shares — an estimated $1K sold.

Carroll Financial Associates first reported a position in LCII in Q1 2019 and held it in 3 quarters. The position peaked at $5K in Q2 2019. 238 funds tracked by Wall St. Rank hold LCII as of Q4 2019.

  • Carroll Financial Associates reported no remaining LCI Industries position as of Q4 2019 after selling out during the quarter.
  • Carroll Financial Associates sold 18 LCI Industries shares in Q4 2019, an estimated $1K.
  • Carroll Financial Associates first reported a position in LCI Industries in Q1 2019 and held it in 3 quarters.
  • Carroll Financial Associates's LCI Industries position peaked at $5K in Q2 2019.
  • 238 funds tracked by Wall St. Rank held LCI Industries as of Q4 2019.

Based on Carroll Financial Associates's 13F filing for Q4 2019, filed 8 Jan 2020.