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Institutional & Family Asset Management’s LCI Industries LCII Stock Holding History

Institutional & Family Asset 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
2024
Q2 		$1.55K Hold
15
– – ﹤0.01% 600
2024
Q1 		$1.85K Hold
15
– – ﹤0.01% 586
2023
Q4 		$1.89K Hold
15
– – ﹤0.01% 564
2023
Q3 		$1.76K Hold
15
– – ﹤0.01% 561
2023
Q2 		$1.9K Hold
15
– – ﹤0.01% 572
2023
Q1 		$1.65K Hold
15
– – ﹤0.01% 582
2022
Q4 		$1.39K Sell
15
-2
-12% -$196 ﹤0.01% 577
2022
Q3 		$2K Hold
17
– – ﹤0.01% 591
2022
Q2 		$2K Hold
17
– – ﹤0.01% 610
2022
Q1 		$2K Buy
+17
New +$2.13K ﹤0.01% 649

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Institutional & Family Asset Management's LCII Position: Q2 2024 in Review

Institutional & Family Asset Management held its LCI Industries (LCII) position steady in Q2 2024 at 15 shares worth $1.55K. The position accounts for ﹤0.01% of the portfolio, ranked #600.

Institutional & Family Asset Management first reported a position in LCII in Q1 2022 and has held it in 10 quarters since. The position peaked at $2K in Q3 2022. 292 funds tracked by Wall St. Rank hold LCII as of Q2 2024.

  • Institutional & Family Asset Management held 15 shares of LCI Industries worth $1.55K as of Q2 2024.
  • Institutional & Family Asset Management left its LCI Industries share count unchanged in Q2 2024.
  • LCI Industries made up ﹤0.01% of Institutional & Family Asset Management's portfolio in Q2 2024, its #600 holding.
  • Institutional & Family Asset Management first reported a position in LCI Industries in Q1 2022 and has held it in 10 quarters since.
  • Institutional & Family Asset Management's LCI Industries position peaked at $2K in Q3 2022.
  • 292 funds tracked by Wall St. Rank held LCI Industries as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.