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J. Goldman & Co’s LCI Industries LCII Stock Holding History

J. Goldman & Co’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
Q3 		– Sell
-22,300
Closed -$2.31M – 542
2024
Q2 		$2.31M Sell
22,300
-291,600
-93% -$31.5M 0.07% 237
2024
Q1 		$38.6M Buy
313,900
+34,700
+12% +$4.08M 1.24% 15
2023
Q4 		$35.1M Buy
279,200
+11,300
+4% +$1.3M 1.42% 12
2023
Q3 		$31.5M Buy
+267,900
New +$33.6M 1.1% 23
2018
Q1 		– Sell
-30,000
Closed -$1.95M – 397
2017
Q4 		$1.95M Buy
+30,000
New +$3.69M 0.1% 188

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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

J. Goldman & Co's LCII Position: Q2 2024 in Review

J. Goldman & Co sold out of LCI Industries (LCII) in Q2 2024, closing a stake of 3,373 shares — an estimated $364K sold.

J. Goldman & Co first reported a position in LCII in Q2 2018 and held it in 3 quarters. The position peaked at $2.05M in Q4 2019. 291 funds tracked by Wall St. Rank hold LCII as of Q2 2024.

  • J. Goldman & Co reported no remaining LCI Industries position as of Q2 2024 after selling out during the quarter.
  • J. Goldman & Co sold 3,373 LCI Industries shares in Q2 2024, an estimated $364K.
  • J. Goldman & Co first reported a position in LCI Industries in Q2 2018 and held it in 3 quarters.
  • J. Goldman & Co's LCI Industries position peaked at $2.05M in Q4 2019.
  • 291 funds tracked by Wall St. Rank held LCI Industries as of Q2 2024.

Based on J. Goldman & Co's 13F filing for Q2 2024, filed 14 Aug 2024.