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Loring Wolcott & Coolidge Fiduciary Advisors’s LCI Industries LCII Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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
2021
Q1 		– Sell
-57
Closed -$7K – 527
2020
Q4 		$7K Buy
+57
New +$7K ﹤0.01% 642

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T. Rowe Price Associates
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Principal Financial Group
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State Street
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Dimensional Fund Advisors
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RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's LCII Position: Q1 2021 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of LCI Industries (LCII) in Q1 2021, closing a stake of 57 shares — an estimated $7K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in LCII in Q4 2020 and held it in 1 quarter. The position peaked at $7K in Q4 2020. 265 funds tracked by Wall St. Rank hold LCII as of Q1 2021.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining LCI Industries position as of Q1 2021 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 57 LCI Industries shares in Q1 2021, an estimated $7K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in LCI Industries in Q4 2020 and held it in 1 quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors's LCI Industries position peaked at $7K in Q4 2020.
  • 265 funds tracked by Wall St. Rank held LCI Industries as of Q1 2021.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q1 2021, filed 14 Apr 2021.