GI
LCII icon

Gradient Investments’s LCI Industries LCII Stock Holding History

Gradient Investments’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
Q1 		– Sell
-17
Closed -$2.14K – 1566
2023
Q4 		$2.14K Hold
17
– – ﹤0.01% 1213
2023
Q3 		$2K Hold
17
– – ﹤0.01% 1177
2023
Q2 		$2.15K Sell
17
-4
-19% -$458 ﹤0.01% 1142
2023
Q1 		$2.31K Buy
21
+4
+24% +$438 ﹤0.01% 1086
2022
Q4 		$1.57K Sell
17
-15
-47% -$1.47K ﹤0.01% 1130
2022
Q3 		$3K Sell
32
-16
-33% -$1.95K ﹤0.01% 1065
2022
Q2 		$5K Sell
48
-61,057
-100% -$6.67M ﹤0.01% 894
2022
Q1 		$6.34M Buy
61,105
+11,116
+22% +$1.39M 0.16% 136
2021
Q4 		$7.79M Buy
49,989
+15,464
+45% +$2.3M 0.2% 127
2021
Q3 		$4.65M Buy
34,525
+3,842
+13% +$530K 0.13% 145
2021
Q2 		$4.03M Buy
30,683
+3,146
+11% +$442K 0.12% 144
2021
Q1 		$3.64M Buy
+27,537
New +$3.85M 0.12% 145
2018
Q1 		– Sell
-11
Closed -$1K – 1095
2017
Q4 		$1K Buy
+11
New +$1.35K ﹤0.01% 916

Other funds holding LCII

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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 $32.2B AUM 10.98% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Gradient Investments's LCII Position: Q1 2024 in Review

Gradient Investments sold out of LCI Industries (LCII) in Q1 2024, closing a stake of 17 shares — an estimated $2.14K sold.

Gradient Investments first reported a position in LCII in Q4 2017 and held it in 13 quarters. The position peaked at $7.79M in Q4 2021. 289 funds tracked by Wall St. Rank hold LCII as of Q1 2024.

  • Gradient Investments reported no remaining LCI Industries position as of Q1 2024 after selling out during the quarter.
  • Gradient Investments sold 17 LCI Industries shares in Q1 2024, an estimated $2.14K.
  • Gradient Investments first reported a position in LCI Industries in Q4 2017 and held it in 13 quarters.
  • Gradient Investments's LCI Industries position peaked at $7.79M in Q4 2021.
  • 289 funds tracked by Wall St. Rank held LCI Industries as of Q1 2024.

Based on Gradient Investments's 13F filing for Q1 2024, filed 23 Apr 2024.