DI
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Disciplined Investments’s LCI Industries LCII Stock Holding History

Disciplined Investments’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
-7
Closed -$885 – 888
2023
Q2 		$885 Hold
7
– – ﹤0.01% 1021
2023
Q1 		$769 Buy
7
+3
+75% +$328 ﹤0.01% 1077
2022
Q4 		$370 Sell
4
-1
-20% -$98 ﹤0.01% 1277
2022
Q3 		$1K Sell
5
-2
-29% -$243 ﹤0.01% 970
2022
Q2 		$1K Buy
7
+2
+40% +$219 ﹤0.01% 988
2022
Q1 		$1K Buy
+5
New +$626 ﹤0.01% 1050

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 $3.37T AUM 44.26% 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

Disciplined Investments's LCII Position: Q3 2023 in Review

Disciplined Investments sold out of LCI Industries (LCII) in Q3 2023, closing a stake of 7 shares — an estimated $885 sold.

Disciplined Investments first reported a position in LCII in Q1 2022 and held it in 6 quarters. The position peaked at $1K in Q3 2022. 268 funds tracked by Wall St. Rank hold LCII as of Q3 2023.

  • Disciplined Investments reported no remaining LCI Industries position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 7 LCI Industries shares in Q3 2023, an estimated $885.
  • Disciplined Investments first reported a position in LCI Industries in Q1 2022 and held it in 6 quarters.
  • Disciplined Investments's LCI Industries position peaked at $1K in Q3 2022.
  • 268 funds tracked by Wall St. Rank held LCI Industries as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.