Kula Investments’s LCI Industries LCII Stock Holding History

Kula Investments’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 Q1	–	Sell	-4,180	Closed	-$386K	–	743
2022 Q4	$386K	Buy	+4,180	New	+$410K	0.11%	293

Other funds holding LCII

BlackRock New York $5.72T AUM 30.48% 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 $34B AUM 6.31% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

JFL

Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return

Kula Investments's LCII Position: Q1 2023 in Review

Kula Investments sold out of LCI Industries (LCII) in Q1 2023, closing a stake of 4,180 shares — an estimated $386K sold.

Kula Investments first reported a position in LCII in Q4 2022 and held it in 1 quarter. The position peaked at $386K in Q4 2022. 265 funds tracked by Wall St. Rank hold LCII as of Q1 2023.

Kula Investments reported no remaining LCI Industries position as of Q1 2023 after selling out during the quarter.
Kula Investments sold 4,180 LCI Industries shares in Q1 2023, an estimated $386K.
Kula Investments first reported a position in LCI Industries in Q4 2022 and held it in 1 quarter.
Kula Investments's LCI Industries position peaked at $386K in Q4 2022.
265 funds tracked by Wall St. Rank held LCI Industries as of Q1 2023.

Based on Kula Investments's 13F filing for Q1 2023, filed 15 May 2023.