GWMI
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Guardian Wealth Management (Illinois)’s Lifetime Brands LCUT Stock Holding History

Guardian Wealth Management (Illinois)’s Portfolio LCUT Stock Details LCUT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-36
Closed -$180 – 143
2025
Q1 		$180 Sell
36
-60,417
-100% -$327K ﹤0.01% 221
2024
Q4 		$357K Sell
60,453
-68,729
-53% -$415K 0.24% 56
2024
Q3 		$845K Sell
129,182
-2,629
-2% -$19.3K 0.6% 46
2024
Q2 		$1.13M Buy
131,811
+933
+0.7% +$9.36K 0.87% 38
2024
Q1 		$1.37M Sell
130,878
-3,901
-3% -$34.3K 1.06% 34
2023
Q4 		$904K Sell
134,779
-10,321
-7% -$60.4K 0.76% 44
2023
Q3 		$817K Buy
145,100
+308
+0.2% +$1.87K 0.76% 44
2023
Q2 		$818K Buy
144,792
+2,822
+2% +$14.4K 0.75% 45
2023
Q1 		$835K Buy
141,970
+21,849
+18% +$156K 0.8% 46
2022
Q4 		$912K Sell
120,121
-15,131
-11% -$117K 0.9% 44
2022
Q3 		$916K Buy
135,252
+1,405
+1% +$13.3K 1.04% 43
2022
Q2 		$1.48M Buy
+133,847
New +$1.58M 1.59% 25

Other funds holding LCUT

JCP
JB Capital Partners Armonk, New York $581M AUM 46.16% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
MRCM
Mill Road Capital Management Greenwich, Connecticut $191M AUM 56.95% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return
MC
Martin & Co Knoxville, Tennessee $587M AUM 16.39% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.04B AUM 29.64% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return