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Plante Moran Financial Advisors’s LCI Industries LCII Stock Holding History

Plante Moran Financial Advisors’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
2021
Q2 		– Sell
-34
Closed -$4K – 1019
2021
Q1 		$4K Buy
+34
New +$4.75K ﹤0.01% 812
2016
Q1 		– Sell
-26
Closed -$2K – 960
2015
Q4 		$2K Buy
+26
New +$1.54K ﹤0.01% 864

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Plante Moran Financial Advisors's LCII Position: Q2 2021 in Review

Plante Moran Financial Advisors sold out of LCI Industries (LCII) in Q2 2021, closing a stake of 34 shares — an estimated $4K sold.

Plante Moran Financial Advisors first reported a position in LCII in Q4 2015 and held it in 2 quarters. The position peaked at $4K in Q1 2021. 259 funds tracked by Wall St. Rank hold LCII as of Q2 2021.

  • Plante Moran Financial Advisors reported no remaining LCI Industries position as of Q2 2021 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 34 LCI Industries shares in Q2 2021, an estimated $4K.
  • Plante Moran Financial Advisors first reported a position in LCI Industries in Q4 2015 and held it in 2 quarters.
  • Plante Moran Financial Advisors's LCI Industries position peaked at $4K in Q1 2021.
  • 259 funds tracked by Wall St. Rank held LCI Industries as of Q2 2021.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2021, filed 10 Aug 2021.