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Planning Capital Management Corporation’s LCI Industries LCII Stock Holding History

Planning Capital Management Corporation’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
Q3 		$9.76K Hold
81
– – 0.01% 444
2024
Q2 		$8.37K Hold
81
– – 0.01% 425
2024
Q1 		$9.97K Hold
81
– – 0.01% 423
2023
Q4 		$10.2K Buy
+81
New +$9.32K 0.01% 415

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Planning Capital Management Corporation's LCII Position: Q3 2024 in Review

Planning Capital Management Corporation held its LCI Industries (LCII) position steady in Q3 2024 at 81 shares worth $9.76K. The position accounts for 0.01% of the portfolio, ranked #444.

Planning Capital Management Corporation first reported a position in LCII in Q4 2023 and has held it in 4 quarters since. The position peaked at $10.2K in Q4 2023. 302 funds tracked by Wall St. Rank hold LCII as of Q3 2024.

  • Planning Capital Management Corporation held 81 shares of LCI Industries worth $9.76K as of Q3 2024.
  • Planning Capital Management Corporation left its LCI Industries share count unchanged in Q3 2024.
  • LCI Industries made up 0.01% of Planning Capital Management Corporation's portfolio in Q3 2024, its #444 holding.
  • Planning Capital Management Corporation first reported a position in LCI Industries in Q4 2023 and has held it in 4 quarters since.
  • Planning Capital Management Corporation's LCI Industries position peaked at $10.2K in Q4 2023.
  • 302 funds tracked by Wall St. Rank held LCI Industries as of Q3 2024.

Based on Planning Capital Management Corporation's 13F filing for Q3 2024, filed 6 Nov 2024.