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Okabena Investment Services’s LCI Industries LCII Stock Holding History

Okabena Investment Services’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
Q4 		– Sell
-57
Closed -$6K – 237
2022
Q3 		$6K Hold
57
– – ﹤0.01% 157
2022
Q2 		$6K Buy
+57
New +$6.23K ﹤0.01% 158
2022
Q1 		– Sell
-186
Closed -$29K – 193
2021
Q4 		$29K Buy
+186
New +$27.7K 0.01% 171

Other funds holding LCII

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $32.2B AUM 10.98% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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 $204B AUM 27.99% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Okabena Investment Services's LCII Position: Q4 2022 in Review

Okabena Investment Services sold out of LCI Industries (LCII) in Q4 2022, closing a stake of 57 shares — an estimated $6K sold.

Okabena Investment Services first reported a position in LCII in Q4 2021 and held it in 3 quarters. The position peaked at $29K in Q4 2021. 268 funds tracked by Wall St. Rank hold LCII as of Q4 2022.

  • Okabena Investment Services reported no remaining LCI Industries position as of Q4 2022 after selling out during the quarter.
  • Okabena Investment Services sold 57 LCI Industries shares in Q4 2022, an estimated $6K.
  • Okabena Investment Services first reported a position in LCI Industries in Q4 2021 and held it in 3 quarters.
  • Okabena Investment Services's LCI Industries position peaked at $29K in Q4 2021.
  • 268 funds tracked by Wall St. Rank held LCI Industries as of Q4 2022.

Based on Okabena Investment Services's 13F filing for Q4 2022, filed 8 Feb 2023.