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 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

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

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

JP Morgan Chase

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

Dimensional Fund Advisors

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

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

Victory Capital Management

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return