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Private Trust Company’s LCI Industries LCII Stock Holding History

Private Trust Company’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
Q1 		– Sell
-46
Closed -$5.78K – 2309
2023
Q4 		$5.78K Hold
46
– – ﹤0.01% 1867
2023
Q3 		$5.4K Hold
46
– – ﹤0.01% 1841
2023
Q2 		$5.81K Hold
46
– – ﹤0.01% 1829
2023
Q1 		$5.05K Hold
46
– – ﹤0.01% 1842
2022
Q4 		$4K Hold
46
– – ﹤0.01% 1868
2022
Q3 		$5K Hold
46
– – ﹤0.01% 1668
2022
Q2 		$5K Buy
+46
New +$5.03K ﹤0.01% 1753

Other funds holding LCII

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $32.2B AUM 10.98% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Private Trust Company's LCII Position: Q1 2024 in Review

Private Trust Company sold out of LCI Industries (LCII) in Q1 2024, closing a stake of 46 shares — an estimated $5.78K sold.

Private Trust Company first reported a position in LCII in Q2 2022 and held it in 7 quarters. The position peaked at $5.81K in Q2 2023. 289 funds tracked by Wall St. Rank hold LCII as of Q1 2024.

  • Private Trust Company reported no remaining LCI Industries position as of Q1 2024 after selling out during the quarter.
  • Private Trust Company sold 46 LCI Industries shares in Q1 2024, an estimated $5.78K.
  • Private Trust Company first reported a position in LCI Industries in Q2 2022 and held it in 7 quarters.
  • Private Trust Company's LCI Industries position peaked at $5.81K in Q2 2023.
  • 289 funds tracked by Wall St. Rank held LCI Industries as of Q1 2024.

Based on Private Trust Company's 13F filing for Q1 2024, filed 24 Apr 2024.