KWM
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Kolinsky Wealth Management’s LCI Industries LCII Stock Holding History

Kolinsky Wealth 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
Q4 		$209K Sell
2,019
-8
-0.4% -$923 0.13% 165
2024
Q3 		$244K Buy
2,027
+74
+4% +$8.36K 0.16% 139
2024
Q2 		$202K Sell
1,953
-35
-2% -$3.78K 0.14% 149
2024
Q1 		$245K Buy
+1,988
New +$234K 0.19% 123
2023
Q4 		– Sell
-2,020
Closed -$237K – 140
2023
Q3 		$237K Buy
2,020
+59
+3% +$7.39K 0.24% 107
2023
Q2 		$245K Buy
+1,961
New +$225K 0.23% 106

Other funds holding LCII

BlackRock
BlackRock New York $5.7T 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $34.9B AUM 18.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return