HeadInvest LLC’s LCI Industries LCII Stock Holding History

HeadInvest LLC’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
2023 Q4	–	Sell	-140	Closed	-$16.5K	–	475
2023 Q3	$16.5K	Buy	+140	New	+$17.5K	﹤0.01%	493

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 Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

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

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

HeadInvest LLC's LCII Position: Q4 2023 in Review

HeadInvest LLC sold out of LCI Industries (LCII) in Q4 2023, closing a stake of 140 shares — an estimated $16.5K sold.

HeadInvest LLC first reported a position in LCII in Q3 2023 and held it in 1 quarter. The position peaked at $16.5K in Q3 2023. 278 funds tracked by Wall St. Rank hold LCII as of Q4 2023.

HeadInvest LLC reported no remaining LCI Industries position as of Q4 2023 after selling out during the quarter.
HeadInvest LLC sold 140 LCI Industries shares in Q4 2023, an estimated $16.5K.
HeadInvest LLC first reported a position in LCI Industries in Q3 2023 and held it in 1 quarter.
HeadInvest LLC's LCI Industries position peaked at $16.5K in Q3 2023.
278 funds tracked by Wall St. Rank held LCI Industries as of Q4 2023.

Based on HeadInvest LLC's 13F filing for Q4 2023, filed 12 Feb 2024.