Orion Portfolio Solutions’s LCI Industries LCII Stock Holding History

Orion Portfolio Solutions’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
2025 Q1	$243K	Sell	2,779 -350	-11%	-$35.2K	﹤0.01%	1728
2024 Q4	$324K	Sell	3,129 -274	-8%	-$31.6K	﹤0.01%	1522
2024 Q3	$410K	Sell	3,403 -253	-7%	-$28.6K	﹤0.01%	1404
2024 Q2	$378K	Sell	3,656 -166	-4%	-$17.9K	﹤0.01%	1377
2024 Q1	$470K	Buy	3,822 +103	+3%	+$12.1K	0.01%	1288
2023 Q4	$450K	Sell	3,719 -118	-3%	-$13.6K	0.01%	1251
2023 Q3	$451K	Sell	3,837 -26	-0.7%	-$3.26K	0.01%	1238
2023 Q2	$488K	Sell	3,863 -292	-7%	-$33.4K	0.01%	1220
2023 Q1	$457K	Buy	+4,155	New	+$455K	0.01%	1170
2020 Q3	–	Sell	-35	Closed	-$4K	–	1327
2020 Q2	$4K	Buy	+35	New	+$3.22K	﹤0.01%	1562
2020 Q1	–	Sell	-15	Closed	-$2K	–	2112
2019 Q4	$2K	Buy	+15	New	+$1.52K	﹤0.01%	1524

Other funds holding LCII

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Orion Portfolio Solutions's LCII Position: Q1 2025 in Review

Orion Portfolio Solutions reduced its LCI Industries (LCII) stake by 11% in Q1 2025, selling an estimated $35.2K and leaving 2,779 shares worth $243K. The position accounts for ﹤0.01% of the portfolio, ranked #1728.

Orion Portfolio Solutions first reported a position in LCII in Q4 2019 and has held it in 11 quarters since. The position peaked at $488K in Q2 2023. 322 funds tracked by Wall St. Rank hold LCII as of Q1 2025.

Orion Portfolio Solutions held 2,779 shares of LCI Industries worth $243K as of Q1 2025.
Orion Portfolio Solutions sold 350 LCI Industries shares in Q1 2025, an estimated $35.2K.
LCI Industries made up ﹤0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1728 holding.
Orion Portfolio Solutions first reported a position in LCI Industries in Q4 2019 and has held it in 11 quarters since.
Orion Portfolio Solutions's LCI Industries position peaked at $488K in Q2 2023.
322 funds tracked by Wall St. Rank held LCI Industries as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.