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Ergawealth Advisors’s LCI Industries LCII Stock Holding History

Ergawealth 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
2023
Q2 		– Sell
-13,809
Closed -$1.52M – 52
2023
Q1 		$1.52M Buy
13,809
+140
+1% +$15.3K 1.24% 14
2022
Q4 		$1.26M Buy
+13,669
New +$1.34M 1.14% 14

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
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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Ergawealth Advisors's LCII Position: Q2 2023 in Review

Ergawealth Advisors sold out of LCI Industries (LCII) in Q2 2023, closing a stake of 13,809 shares — an estimated $1.52M sold.

Ergawealth Advisors first reported a position in LCII in Q4 2022 and held it in 2 quarters. The position peaked at $1.52M in Q1 2023. 272 funds tracked by Wall St. Rank hold LCII as of Q2 2023.

  • Ergawealth Advisors reported no remaining LCI Industries position as of Q2 2023 after selling out during the quarter.
  • Ergawealth Advisors sold 13,809 LCI Industries shares in Q2 2023, an estimated $1.52M.
  • Ergawealth Advisors first reported a position in LCI Industries in Q4 2022 and held it in 2 quarters.
  • Ergawealth Advisors's LCI Industries position peaked at $1.52M in Q1 2023.
  • 272 funds tracked by Wall St. Rank held LCI Industries as of Q2 2023.

Based on Ergawealth Advisors's 13F filing for Q2 2023, filed 17 Jul 2023.