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Money Concepts Capital’s LCI Industries LCII Stock Holding History

Money Concepts Capital’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
-6
Closed -$555 – 1838
2022
Q4 		$555 Buy
+6
New +$589 ﹤0.01% 2978

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Principal Financial Group
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

Money Concepts Capital's LCII Position: Q1 2023 in Review

Money Concepts Capital sold out of LCI Industries (LCII) in Q1 2023, closing a stake of 6 shares — an estimated $555 sold.

Money Concepts Capital first reported a position in LCII in Q4 2022 and held it in 1 quarter. The position peaked at $555 in Q4 2022. 265 funds tracked by Wall St. Rank hold LCII as of Q1 2023.

  • Money Concepts Capital reported no remaining LCI Industries position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 6 LCI Industries shares in Q1 2023, an estimated $555.
  • Money Concepts Capital first reported a position in LCI Industries in Q4 2022 and held it in 1 quarter.
  • Money Concepts Capital's LCI Industries position peaked at $555 in Q4 2022.
  • 265 funds tracked by Wall St. Rank held LCI Industries as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.