Evoke Wealth’s LCI Industries LCII Stock Holding History

Evoke Wealth’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
2020 Q1	–	Sell	-271	Closed	-$29K	–	1257
2019 Q4	$29K	Hold	271	–	–	﹤0.01%	517
2019 Q3	$24.9K	Buy	+271	New	+$24.1K	﹤0.01%	603

Other funds holding LCII

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Evoke Wealth's LCII Position: Q1 2020 in Review

Evoke Wealth sold out of LCI Industries (LCII) in Q1 2020, closing a stake of 271 shares — an estimated $29K sold.

Evoke Wealth first reported a position in LCII in Q3 2019 and held it in 2 quarters. The position peaked at $29K in Q4 2019. 210 funds tracked by Wall St. Rank hold LCII as of Q1 2020.

Evoke Wealth reported no remaining LCI Industries position as of Q1 2020 after selling out during the quarter.
Evoke Wealth sold 271 LCI Industries shares in Q1 2020, an estimated $29K.
Evoke Wealth first reported a position in LCI Industries in Q3 2019 and held it in 2 quarters.
Evoke Wealth's LCI Industries position peaked at $29K in Q4 2019.
210 funds tracked by Wall St. Rank held LCI Industries as of Q1 2020.

Based on Evoke Wealth's 13F filing for Q1 2020, filed 7 May 2020.