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Kowal Investment Group’s LCI Industries LCII Stock Holding History

Kowal Investment Group’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
2021
Q4 		– Sell
-18
Closed -$2K – 558
2021
Q3 		$2K Buy
+18
New +$2.48K ﹤0.01% 812

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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return

Kowal Investment Group's LCII Position: Q4 2021 in Review

Kowal Investment Group sold out of LCI Industries (LCII) in Q4 2021, closing a stake of 18 shares — an estimated $2K sold.

Kowal Investment Group first reported a position in LCII in Q3 2021 and held it in 1 quarter. The position peaked at $2K in Q3 2021. 284 funds tracked by Wall St. Rank hold LCII as of Q4 2021.

  • Kowal Investment Group reported no remaining LCI Industries position as of Q4 2021 after selling out during the quarter.
  • Kowal Investment Group sold 18 LCI Industries shares in Q4 2021, an estimated $2K.
  • Kowal Investment Group first reported a position in LCI Industries in Q3 2021 and held it in 1 quarter.
  • Kowal Investment Group's LCI Industries position peaked at $2K in Q3 2021.
  • 284 funds tracked by Wall St. Rank held LCI Industries as of Q4 2021.

Based on Kowal Investment Group's 13F filing for Q4 2021, filed 11 Feb 2022.