Fiduciary Management Inc’s LCI Industries LCII Stock Holding History

Fiduciary Management Inc’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 Q4	–	Sell	-498,859	Closed	-$58.6M	–	68
2023 Q3	$58.6M	Buy	498,859 +3,340	+0.7%	+$418K	0.6%	59
2023 Q2	$62.6M	Buy	495,519 +26,794	+6%	+$3.07M	0.63%	53
2023 Q1	$51.5M	Sell	468,725 -7,076	-1%	-$774K	0.52%	55
2022 Q4	$44M	Sell	475,801 -14,778	-3%	-$1.45M	0.45%	57
2022 Q3	$49.8M	Sell	490,579 -4,290	-0.9%	-$521K	0.52%	54
2022 Q2	$55.4M	Buy	494,869 +67,638	+16%	+$7.39M	0.52%	56
2022 Q1	$44.4M	Buy	427,231 +3,542	+0.8%	+$443K	0.36%	62
2021 Q4	$66M	Sell	423,689 -15,055	-3%	-$2.24M	0.49%	49
2021 Q3	$59.1M	Buy	438,744 +9,575	+2%	+$1.32M	0.44%	49
2021 Q2	$56.4M	Buy	+429,169	New	+$60.2M	0.41%	57

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fiduciary Management Inc's LCII Position: Q4 2023 in Review

Fiduciary Management Inc sold out of LCI Industries (LCII) in Q4 2023, closing a stake of 498,859 shares — an estimated $58.6M sold.

Fiduciary Management Inc first reported a position in LCII in Q2 2021 and held it in 10 quarters. The position peaked at $66M in Q4 2021. 278 funds tracked by Wall St. Rank hold LCII as of Q4 2023.

Fiduciary Management Inc reported no remaining LCI Industries position as of Q4 2023 after selling out during the quarter.
Fiduciary Management Inc sold 498,859 LCI Industries shares in Q4 2023, an estimated $58.6M.
Fiduciary Management Inc first reported a position in LCI Industries in Q2 2021 and held it in 10 quarters.
Fiduciary Management Inc's LCI Industries position peaked at $66M in Q4 2021.
278 funds tracked by Wall St. Rank held LCI Industries as of Q4 2023.

Based on Fiduciary Management Inc's 13F filing for Q4 2023, filed 14 Feb 2024.