RSWM
LCII icon

Robertson Stephens Wealth Management’s LCI Industries LCII Stock Holding History

Robertson Stephens Wealth Management’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
Q4 		– Sell
-2,019
Closed -$243K – 606
2024
Q3 		$243K Buy
+2,019
New +$228K 0.01% 560

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Robertson Stephens Wealth Management's LCII Position: Q4 2024 in Review

Robertson Stephens Wealth Management sold out of LCI Industries (LCII) in Q4 2024, closing a stake of 2,019 shares — an estimated $243K sold.

Robertson Stephens Wealth Management first reported a position in LCII in Q3 2024 and held it in 1 quarter. The position peaked at $243K in Q3 2024. 293 funds tracked by Wall St. Rank hold LCII as of Q4 2024.

  • Robertson Stephens Wealth Management reported no remaining LCI Industries position as of Q4 2024 after selling out during the quarter.
  • Robertson Stephens Wealth Management sold 2,019 LCI Industries shares in Q4 2024, an estimated $243K.
  • Robertson Stephens Wealth Management first reported a position in LCI Industries in Q3 2024 and held it in 1 quarter.
  • Robertson Stephens Wealth Management's LCI Industries position peaked at $243K in Q3 2024.
  • 293 funds tracked by Wall St. Rank held LCI Industries as of Q4 2024.

Based on Robertson Stephens Wealth Management's 13F filing for Q4 2024, filed 27 Jan 2025.