Ergoteles’s LCI Industries LCII Stock Holding History

Ergoteles’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	-2,357	Closed	-$298K	–	489
2023 Q2	$298K	Buy	+2,357	New	+$270K	0.01%	768
2021 Q3	–	Sell	-4,700	Closed	-$618K	–	1470
2021 Q2	$618K	Buy	4,700 +2,899	+161%	+$407K	0.01%	699
2021 Q1	$238K	Buy	+1,801	New	+$252K	0.01%	611
2020 Q4	–	Sell	-2,300	Closed	-$244K	–	804
2020 Q3	$244K	Buy	+2,300	New	+$268K	0.03%	409

Other funds holding LCII

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Ergoteles's LCII Position: Q3 2023 in Review

Ergoteles sold out of LCI Industries (LCII) in Q3 2023, closing a stake of 2,357 shares — an estimated $298K sold.

Ergoteles first reported a position in LCII in Q3 2020 and held it in 4 quarters. The position peaked at $618K in Q2 2021. 268 funds tracked by Wall St. Rank hold LCII as of Q3 2023.

Ergoteles reported no remaining LCI Industries position as of Q3 2023 after selling out during the quarter.
Ergoteles sold 2,357 LCI Industries shares in Q3 2023, an estimated $298K.
Ergoteles first reported a position in LCI Industries in Q3 2020 and held it in 4 quarters.
Ergoteles's LCI Industries position peaked at $618K in Q2 2021.
268 funds tracked by Wall St. Rank held LCI Industries as of Q3 2023.

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