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Concourse Financial Group Securities’s LCI Industries LCII Stock Holding History

Concourse Financial Group Securities’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
2025
Q1 		– Sell
-200
Closed -$21.2K – 1182
2024
Q4 		$21.2K Buy
+200
New +$23.1K ﹤0.01% 1537
2019
Q1 		– Sell
-22
Closed -$1.74K – 2340
2018
Q4 		$1K Buy
+22
New +$1.6K ﹤0.01% 2025

Other funds holding LCII

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $34B AUM 6.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Concourse Financial Group Securities's LCII Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of LCI Industries (LCII) in Q1 2025, closing a stake of 200 shares — an estimated $21.2K sold.

Concourse Financial Group Securities first reported a position in LCII in Q4 2018 and held it in 2 quarters. The position peaked at $21.2K in Q4 2024. 322 funds tracked by Wall St. Rank hold LCII as of Q1 2025.

  • Concourse Financial Group Securities reported no remaining LCI Industries position as of Q1 2025 after selling out during the quarter.
  • Concourse Financial Group Securities sold 200 LCI Industries shares in Q1 2025, an estimated $21.2K.
  • Concourse Financial Group Securities first reported a position in LCI Industries in Q4 2018 and held it in 2 quarters.
  • Concourse Financial Group Securities's LCI Industries position peaked at $21.2K in Q4 2024.
  • 322 funds tracked by Wall St. Rank held LCI Industries as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.