Patriot Financial Group Insurance Agency’s LCI Industries LCII Stock Holding History

Patriot Financial Group Insurance Agency’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 Q3	–	Sell	-86	Closed	-$10K	–	1258
2022 Q2	$10K	Sell	86 -17	-17%	-$1.86K	﹤0.01%	1245
2022 Q1	$11K	Sell	103 -9	-8%	-$1.13K	﹤0.01%	1321
2021 Q4	$17K	Hold	112	–	–	﹤0.01%	1290
2021 Q3	$15K	Buy	112 +17	+18%	+$2.35K	﹤0.01%	1326
2021 Q2	$12K	Hold	95	–	–	﹤0.01%	1368
2021 Q1	$13K	Hold	95	–	–	﹤0.01%	1269
2020 Q4	$12K	Hold	95	–	–	﹤0.01%	1159
2020 Q3	$10K	Hold	95	–	–	﹤0.01%	1038
2020 Q2	$11K	Buy	95 +4	+4%	+$368	﹤0.01%	946
2020 Q1	$6K	Buy	+91	New	+$8.88K	﹤0.01%	1017
2018 Q2	–	Sell	-25	Closed	-$2K	–	783
2018 Q1	$2K	Hold	25	–	–	﹤0.01%	872
2017 Q4	$3K	Buy	+25	New	+$3.07K	﹤0.01%	823

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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JFL

Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Patriot Financial Group Insurance Agency's LCII Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of LCI Industries (LCII) in Q3 2022, closing a stake of 86 shares — an estimated $10K sold.

Patriot Financial Group Insurance Agency first reported a position in LCII in Q4 2017 and held it in 12 quarters. The position peaked at $17K in Q4 2021. 293 funds tracked by Wall St. Rank hold LCII as of Q3 2022.

Patriot Financial Group Insurance Agency reported no remaining LCI Industries position as of Q3 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 86 LCI Industries shares in Q3 2022, an estimated $10K.
Patriot Financial Group Insurance Agency first reported a position in LCI Industries in Q4 2017 and held it in 12 quarters.
Patriot Financial Group Insurance Agency's LCI Industries position peaked at $17K in Q4 2021.
293 funds tracked by Wall St. Rank held LCI Industries as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.