GoalVest Advisory’s LCI Industries LCII Stock Holding History

GoalVest Advisory’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	-30	Closed	-$3.52K	–	439
2023 Q3	$3.52K	Buy	30 +2	+7%	+$251	﹤0.01%	375
2023 Q2	$3.54K	Buy	+28	New	+$3.21K	﹤0.01%	320

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

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

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return

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

GoalVest Advisory's LCII Position: Q4 2023 in Review

GoalVest Advisory sold out of LCI Industries (LCII) in Q4 2023, closing a stake of 30 shares — an estimated $3.52K sold.

GoalVest Advisory first reported a position in LCII in Q2 2023 and held it in 2 quarters. The position peaked at $3.54K in Q2 2023. 278 funds tracked by Wall St. Rank hold LCII as of Q4 2023.

GoalVest Advisory reported no remaining LCI Industries position as of Q4 2023 after selling out during the quarter.
GoalVest Advisory sold 30 LCI Industries shares in Q4 2023, an estimated $3.52K.
GoalVest Advisory first reported a position in LCI Industries in Q2 2023 and held it in 2 quarters.
GoalVest Advisory's LCI Industries position peaked at $3.54K in Q2 2023.
278 funds tracked by Wall St. Rank held LCI Industries as of Q4 2023.

Based on GoalVest Advisory's 13F filing for Q4 2023, filed 2 Jan 2024.