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Golden State Equity Partners’s LCI Industries LCII Stock Holding History

Golden State Equity Partners’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
2024
Q4 		– Sell
-166
Closed -$20K – 668
2024
Q3 		$20K Buy
+166
New +$18.8K 0.01% 510

Other funds holding LCII

BlackRock
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Golden State Equity Partners's LCII Position: Q4 2024 in Review

Golden State Equity Partners sold out of LCI Industries (LCII) in Q4 2024, closing a stake of 166 shares — an estimated $20K sold.

Golden State Equity Partners first reported a position in LCII in Q3 2024 and held it in 1 quarter. The position peaked at $20K in Q3 2024. 293 funds tracked by Wall St. Rank hold LCII as of Q4 2024.

  • Golden State Equity Partners reported no remaining LCI Industries position as of Q4 2024 after selling out during the quarter.
  • Golden State Equity Partners sold 166 LCI Industries shares in Q4 2024, an estimated $20K.
  • Golden State Equity Partners first reported a position in LCI Industries in Q3 2024 and held it in 1 quarter.
  • Golden State Equity Partners's LCI Industries position peaked at $20K in Q3 2024.
  • 293 funds tracked by Wall St. Rank held LCI Industries as of Q4 2024.

Based on Golden State Equity Partners's 13F filing for Q4 2024, filed 24 Jan 2025.