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Harvest Group Wealth Management’s LCI Industries LCII Stock Holding History

Harvest Group Wealth Management’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
2021
Q1 		– Sell
-3
Closed – – 394
2020
Q4 		$0 Hold
3
– – ﹤0.01% 755
2020
Q3 		$0 Hold
3
– – ﹤0.01% 708
2020
Q2 		$0 Hold
3
– – ﹤0.01% 679
2020
Q1 		$0 Sell
3
-40
-93% -$3.9K ﹤0.01% 761
2019
Q4 		$4K Hold
43
– – ﹤0.01% 430
2019
Q3 		$4K Buy
43
+10
+30% +$889 ﹤0.01% 479
2019
Q2 		$2K Hold
33
– – ﹤0.01% 557
2019
Q1 		$3K Buy
+33
New +$2.61K ﹤0.01% 508

Other funds holding LCII

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return

Harvest Group Wealth Management's LCII Position: Q1 2021 in Review

Harvest Group Wealth Management sold out of LCI Industries (LCII) in Q1 2021, closing a stake of 3 shares.

Harvest Group Wealth Management first reported a position in LCII in Q1 2019 and held it in 8 quarters. The position peaked at $4K in Q4 2019. 265 funds tracked by Wall St. Rank hold LCII as of Q1 2021.

  • Harvest Group Wealth Management reported no remaining LCI Industries position as of Q1 2021 after selling out during the quarter.
  • Harvest Group Wealth Management sold 3 LCI Industries shares in Q1 2021.
  • Harvest Group Wealth Management first reported a position in LCI Industries in Q1 2019 and held it in 8 quarters.
  • Harvest Group Wealth Management's LCI Industries position peaked at $4K in Q4 2019.
  • 265 funds tracked by Wall St. Rank held LCI Industries as of Q1 2021.

Based on Harvest Group Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.