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Omnia Family Wealth’s LCI Industries LCII Stock Holding History

Omnia Family Wealth’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
2019
Q2 		– Sell
-20
Closed -$2K – 329
2019
Q1 		$2K Hold
20
– – ﹤0.01% 468
2018
Q4 		$1K Hold
20
– – ﹤0.01% 511
2018
Q3 		$2K Hold
20
– – ﹤0.01% 459
2018
Q2 		$2K Hold
20
– – ﹤0.01% 437
2018
Q1 		$2K Hold
20
– – ﹤0.01% 452
2017
Q4 		$3K Hold
20
– – ﹤0.01% 374
2017
Q3 		$2K Hold
20
– – ﹤0.01% 470
2017
Q2 		$2K Hold
20
– – ﹤0.01% 601
2017
Q1 		$2K Hold
20
– – ﹤0.01% 594
2016
Q4 		$2K Buy
+20
New +$1.99K ﹤0.01% 599

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
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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 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
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Omnia Family Wealth's LCII Position: Q2 2019 in Review

Omnia Family Wealth sold out of LCI Industries (LCII) in Q2 2019, closing a stake of 20 shares — an estimated $2K sold.

Omnia Family Wealth first reported a position in LCII in Q4 2016 and held it in 10 quarters. The position peaked at $3K in Q4 2017. 222 funds tracked by Wall St. Rank hold LCII as of Q2 2019.

  • Omnia Family Wealth reported no remaining LCI Industries position as of Q2 2019 after selling out during the quarter.
  • Omnia Family Wealth sold 20 LCI Industries shares in Q2 2019, an estimated $2K.
  • Omnia Family Wealth first reported a position in LCI Industries in Q4 2016 and held it in 10 quarters.
  • Omnia Family Wealth's LCI Industries position peaked at $3K in Q4 2017.
  • 222 funds tracked by Wall St. Rank held LCI Industries as of Q2 2019.

Based on Omnia Family Wealth's 13F filing for Q2 2019, filed 7 Aug 2019.