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Clearstead Advisors’s LCI Industries LCII Stock Holding History

Clearstead 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
2026
Q1 		$6.15K Sell
50
-467
-90% -$63.9K ﹤0.01% 1702
2025
Q4 		$62.7K Buy
517
+139
+37% +$14.8K ﹤0.01% 1304
2025
Q3 		$35.2K Sell
378
-46
-11% -$4.59K ﹤0.01% 1405
2025
Q2 		$38.7K Buy
424
+328
+342% +$28K ﹤0.01% 1375
2025
Q1 		$8.39K Sell
96
-502
-84% -$50.4K ﹤0.01% 1654
2024
Q4 		$61.8K Buy
598
+6
+1% +$692 ﹤0.01% 1122
2024
Q3 		$71.4K Sell
592
-15
-2% -$1.69K ﹤0.01% 1119
2024
Q2 		$62.8K Buy
607
+557
+1,114% +$60.1K ﹤0.01% 1115
2024
Q1 		$5.78K Hold
50
– – ﹤0.01% 1153
2023
Q4 		$6.29K Sell
50
-4
-7% -$460 ﹤0.01% 1132
2023
Q3 		$6.34K Buy
+54
New +$6.76K ﹤0.01% 1186
2022
Q1 		– Sell
-159
Closed -$25K – 1425
2021
Q4 		$25K Hold
159
– – ﹤0.01% 772
2021
Q3 		$21K Buy
+159
New +$21.9K ﹤0.01% 803

Other funds holding LCII

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return