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Optimist Retirement Group’s LCI Industries LCII Stock Holding History

Optimist Retirement Group’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
2024
Q2 		– Sell
-2,069
Closed -$255K – 118
2024
Q1 		$255K Hold
2,069
– – 0.13% 71
2023
Q4 		$260K Buy
+2,069
New +$238K 0.17% 59

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Optimist Retirement Group's LCII Position: Q2 2024 in Review

Optimist Retirement Group sold out of LCI Industries (LCII) in Q2 2024, closing a stake of 2,069 shares — an estimated $255K sold.

Optimist Retirement Group first reported a position in LCII in Q4 2023 and held it in 2 quarters. The position peaked at $260K in Q4 2023. 291 funds tracked by Wall St. Rank hold LCII as of Q2 2024.

  • Optimist Retirement Group reported no remaining LCI Industries position as of Q2 2024 after selling out during the quarter.
  • Optimist Retirement Group sold 2,069 LCI Industries shares in Q2 2024, an estimated $255K.
  • Optimist Retirement Group first reported a position in LCI Industries in Q4 2023 and held it in 2 quarters.
  • Optimist Retirement Group's LCI Industries position peaked at $260K in Q4 2023.
  • 291 funds tracked by Wall St. Rank held LCI Industries as of Q2 2024.

Based on Optimist Retirement Group's 13F filing for Q2 2024, filed 12 Aug 2024.