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Copeland Capital Management’s LCI Industries LCII Stock Holding History

Copeland Capital Management’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
2023
Q3 		– Sell
-10
Closed -$1.26K – 307
2023
Q2 		$1.26K Buy
+10
New +$1.15K ﹤0.01% 311

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Copeland Capital Management's LCII Position: Q3 2023 in Review

Copeland Capital Management sold out of LCI Industries (LCII) in Q3 2023, closing a stake of 10 shares — an estimated $1.26K sold.

Copeland Capital Management first reported a position in LCII in Q2 2023 and held it in 1 quarter. The position peaked at $1.26K in Q2 2023. 268 funds tracked by Wall St. Rank hold LCII as of Q3 2023.

  • Copeland Capital Management reported no remaining LCI Industries position as of Q3 2023 after selling out during the quarter.
  • Copeland Capital Management sold 10 LCI Industries shares in Q3 2023, an estimated $1.26K.
  • Copeland Capital Management first reported a position in LCI Industries in Q2 2023 and held it in 1 quarter.
  • Copeland Capital Management's LCI Industries position peaked at $1.26K in Q2 2023.
  • 268 funds tracked by Wall St. Rank held LCI Industries as of Q3 2023.

Based on Copeland Capital Management's 13F filing for Q3 2023, filed 23 Oct 2023.