Evergreen Capital Management’s LCI Industries LCII Stock Holding History

Evergreen 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
2026 Q2	$526K	Sell	4,964 -52	-1%	-$5.72K	0.01%	870
2026 Q1	$617K	Buy	5,016 +13	+0.3%	+$1.78K	0.01%	663
2025 Q4	$607K	Sell	5,003 -74	-1%	-$7.87K	0.01%	633
2025 Q3	$473K	Buy	5,077 +94	+2%	+$9.39K	0.01%	684
2025 Q2	$454K	Buy	+4,983	New	+$425K	0.01%	599
2024 Q3	–	Sell	-2,055	Closed	-$212K	–	1035
2024 Q2	$212K	Sell	2,055 -368	-15%	-$39.7K	0.01%	834
2024 Q1	$298K	Sell	2,423 -24	-1%	-$2.82K	0.01%	631
2023 Q4	$308K	Buy	2,447 +542	+28%	+$62.4K	0.01%	586
2023 Q3	$224K	Sell	1,905 -304	-14%	-$38.1K	0.01%	664
2023 Q2	$279K	Buy	+2,209	New	+$253K	0.01%	590

Other funds holding LCII

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

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Evergreen Capital Management's LCII Position: Q2 2026 in Review

Evergreen Capital Management reduced its LCI Industries (LCII) stake by 1% in Q2 2026, selling an estimated $5.72K and leaving 4,964 shares worth $526K. The position accounts for 0.01% of the portfolio, ranked #870.

Evergreen Capital Management first reported a position in LCII in Q2 2023 and has held it in 10 quarters since. The position peaked at $617K in Q1 2026. 359 funds tracked by Wall St. Rank hold LCII as of Q2 2026.

Evergreen Capital Management held 4,964 shares of LCI Industries worth $526K as of Q2 2026.
Evergreen Capital Management sold 52 LCI Industries shares in Q2 2026, an estimated $5.72K.
LCI Industries made up 0.01% of Evergreen Capital Management's portfolio in Q2 2026, its #870 holding.
Evergreen Capital Management first reported a position in LCI Industries in Q2 2023 and has held it in 10 quarters since.
Evergreen Capital Management's LCI Industries position peaked at $617K in Q1 2026.
359 funds tracked by Wall St. Rank held LCI Industries as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.