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Heritage Wealth Management (Arizona)’s LCI Industries LCII Stock Holding History

Heritage Wealth Management (Arizona)’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
2022
Q4 		$223K Buy
2,413
+1,323
+121% +$130K 0.03% 321
2022
Q3 		$111K Buy
+1,090
New +$133K 0.04% 312

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
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s LCII Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its LCI Industries (LCII) stake by 121% in Q4 2022, buying an estimated $130K and bringing the position to 2,413 shares worth $223K. The position accounts for 0.03% of the portfolio, ranked #321.

Heritage Wealth Management (Arizona) first reported a position in LCII in Q3 2022 and has held it in 2 quarters since. 268 funds tracked by Wall St. Rank hold LCII as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 2,413 shares of LCI Industries worth $223K as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 1,323 LCI Industries shares in Q4 2022, an estimated $130K.
  • LCI Industries made up 0.03% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #321 holding.
  • Heritage Wealth Management (Arizona) first reported a position in LCI Industries in Q3 2022 and has held it in 2 quarters since.
  • 268 funds tracked by Wall St. Rank held LCI Industries as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.