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LGT Financial Advisors’s LCI Industries LCII Stock Holding History

LGT Financial Advisors’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
2025
Q1 		– Sell
-25
Closed -$2.58K – 538
2024
Q4 		$2.58K Hold
25
– – 0.01% 663
2024
Q3 		$3.01K Hold
25
– – 0.01% 624
2024
Q2 		$2.58K Hold
25
– – 0.01% 713
2024
Q1 		$3.08K Hold
25
– – ﹤0.01% 692
2023
Q4 		$3.14K Sell
25
-3
-11% -$345 ﹤0.01% 714
2023
Q3 		$3.29K Buy
+28
New +$3.51K ﹤0.01% 706

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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

LGT Financial Advisors's LCII Position: Q1 2025 in Review

LGT Financial Advisors sold out of LCI Industries (LCII) in Q1 2025, closing a stake of 25 shares — an estimated $2.58K sold.

LGT Financial Advisors first reported a position in LCII in Q3 2023 and held it in 6 quarters. The position peaked at $3.29K in Q3 2023. 322 funds tracked by Wall St. Rank hold LCII as of Q1 2025.

  • LGT Financial Advisors reported no remaining LCI Industries position as of Q1 2025 after selling out during the quarter.
  • LGT Financial Advisors sold 25 LCI Industries shares in Q1 2025, an estimated $2.58K.
  • LGT Financial Advisors first reported a position in LCI Industries in Q3 2023 and held it in 6 quarters.
  • LGT Financial Advisors's LCI Industries position peaked at $3.29K in Q3 2023.
  • 322 funds tracked by Wall St. Rank held LCI Industries as of Q1 2025.

Based on LGT Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.