Claris Advisors’s LCI Industries LCII Stock Holding History

Claris Advisors’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 Q4	–	Sell	-2	Closed	-$241	–	652
2024 Q3	$241	Buy	+2	New	+$226	﹤0.01%	906

Other funds holding LCII

BlackRock New York $5.72T AUM 30.48% 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 $34B AUM 6.31% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Claris Advisors's LCII Position: Q4 2024 in Review

Claris Advisors sold out of LCI Industries (LCII) in Q4 2024, closing a stake of 2 shares — an estimated $241 sold.

Claris Advisors first reported a position in LCII in Q3 2024 and held it in 1 quarter. The position peaked at $241 in Q3 2024. 293 funds tracked by Wall St. Rank hold LCII as of Q4 2024.

Claris Advisors reported no remaining LCI Industries position as of Q4 2024 after selling out during the quarter.
Claris Advisors sold 2 LCI Industries shares in Q4 2024, an estimated $241.
Claris Advisors first reported a position in LCI Industries in Q3 2024 and held it in 1 quarter.
Claris Advisors's LCI Industries position peaked at $241 in Q3 2024.
293 funds tracked by Wall St. Rank held LCI Industries as of Q4 2024.

Based on Claris Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.