Johnson Financial Group Inc (Wisconsin)’s LCI Industries LCII Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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	-553	Closed	-$64.9K	–	971
2023 Q3	$64.9K	Hold	553	–	–	﹤0.01%	367
2023 Q2	$69.9K	Sell	553 -969	-64%	-$111K	﹤0.01%	373
2023 Q1	$167K	Buy	+1,522	New	+$166K	0.01%	286
2022 Q3	–	Sell	-969	Closed	-$137K	–	715
2022 Q2	$137K	Buy	969 +350	+57%	+$38.3K	0.01%	279
2022 Q1	$88K	Hold	619	–	–	0.01%	371
2021 Q4	$88K	Buy	+619	New	+$92.1K	0.01%	377

Other funds holding LCII

BlackRock New York $6.73T AUM 46.02% 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 $32.2B AUM 10.98% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Johnson Financial Group Inc (Wisconsin)'s LCII Position: Q4 2023 in Review

Johnson Financial Group Inc (Wisconsin) sold out of LCI Industries (LCII) in Q4 2023, closing a stake of 553 shares — an estimated $64.9K sold.

Johnson Financial Group Inc (Wisconsin) first reported a position in LCII in Q4 2021 and held it in 6 quarters. The position peaked at $167K in Q1 2023. 278 funds tracked by Wall St. Rank hold LCII as of Q4 2023.

Johnson Financial Group Inc (Wisconsin) reported no remaining LCI Industries position as of Q4 2023 after selling out during the quarter.
Johnson Financial Group Inc (Wisconsin) sold 553 LCI Industries shares in Q4 2023, an estimated $64.9K.
Johnson Financial Group Inc (Wisconsin) first reported a position in LCI Industries in Q4 2021 and held it in 6 quarters.
Johnson Financial Group Inc (Wisconsin)'s LCI Industries position peaked at $167K in Q1 2023.
278 funds tracked by Wall St. Rank held LCI Industries as of Q4 2023.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q4 2023, filed 9 Feb 2024.