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 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

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Kolinsky Wealth Management's LCII Position: Q4 2024 in Review

Kolinsky Wealth Management reduced its LCI Industries (LCII) stake by 0.39% in Q4 2024, selling an estimated $923 and leaving 2,019 shares worth $209K. The position accounts for 0.13% of the portfolio, ranked #165.

Kolinsky Wealth Management first reported a position in LCII in Q2 2023 and has held it in 6 quarters since. The position peaked at $245K in Q2 2023. 293 funds tracked by Wall St. Rank hold LCII as of Q4 2024.

Kolinsky Wealth Management held 2,019 shares of LCI Industries worth $209K as of Q4 2024.
Kolinsky Wealth Management sold 8 LCI Industries shares in Q4 2024, an estimated $923.
LCI Industries made up 0.13% of Kolinsky Wealth Management's portfolio in Q4 2024, its #165 holding.
Kolinsky Wealth Management first reported a position in LCI Industries in Q2 2023 and has held it in 6 quarters since.
Kolinsky Wealth Management's LCI Industries position peaked at $245K in Q2 2023.
293 funds tracked by Wall St. Rank held LCI Industries as of Q4 2024.

Based on Kolinsky Wealth Management's 13F filing for Q4 2024, filed 18 Feb 2025.