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Coppell Advisory Solutions’s LCI Industries LCII Stock Holding History

Coppell Advisory Solutions’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
-4
Closed -$407 – 1172
2024
Q4 		$407 Hold
4
– – ﹤0.01% 1780
2024
Q3 		$480 Hold
4
– – ﹤0.01% 1662
2024
Q2 		$414 Buy
+4
New +$432 ﹤0.01% 1599
2023
Q4 		$503 Buy
+4
New +$460 ﹤0.01% 1514
2023
Q3 		– Sell
-4
Closed -$500 – 1393
2023
Q2 		$500 Buy
+4
New +$458 ﹤0.01% 1229

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Coppell Advisory Solutions's LCII Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of LCI Industries (LCII) in Q1 2025, closing a stake of 4 shares — an estimated $407 sold.

Coppell Advisory Solutions first reported a position in LCII in Q2 2023 and held it in 5 quarters. The position peaked at $503 in Q4 2023. 322 funds tracked by Wall St. Rank hold LCII as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining LCI Industries position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 4 LCI Industries shares in Q1 2025, an estimated $407.
  • Coppell Advisory Solutions first reported a position in LCI Industries in Q2 2023 and held it in 5 quarters.
  • Coppell Advisory Solutions's LCI Industries position peaked at $503 in Q4 2023.
  • 322 funds tracked by Wall St. Rank held LCI Industries as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.