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Meritage Portfolio Management’s LCI Industries LCII Stock Holding History

Meritage Portfolio 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
2022
Q1 		– Sell
-13,762
Closed -$2.15M – 363
2021
Q4 		$2.15M Sell
13,762
-996
-7% -$148K 0.12% 163
2021
Q3 		$1.99M Sell
14,758
-41
-0.3% -$5.66K 0.12% 170
2021
Q2 		$1.95M Buy
+14,799
New +$2.08M 0.12% 180

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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Meritage Portfolio Management's LCII Position: Q1 2022 in Review

Meritage Portfolio Management sold out of LCI Industries (LCII) in Q1 2022, closing a stake of 13,762 shares — an estimated $2.15M sold.

Meritage Portfolio Management first reported a position in LCII in Q2 2021 and held it in 3 quarters. The position peaked at $2.15M in Q4 2021. 291 funds tracked by Wall St. Rank hold LCII as of Q1 2022.

  • Meritage Portfolio Management reported no remaining LCI Industries position as of Q1 2022 after selling out during the quarter.
  • Meritage Portfolio Management sold 13,762 LCI Industries shares in Q1 2022, an estimated $2.15M.
  • Meritage Portfolio Management first reported a position in LCI Industries in Q2 2021 and held it in 3 quarters.
  • Meritage Portfolio Management's LCI Industries position peaked at $2.15M in Q4 2021.
  • 291 funds tracked by Wall St. Rank held LCI Industries as of Q1 2022.

Based on Meritage Portfolio Management's 13F filing for Q1 2022, filed 25 Apr 2022.