SageView Advisory Group’s Lifetime Brands LCUT Stock Holding History

SageView Advisory Group’s Portfolio LCUT Stock Details LCUT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$215K	Sell	54,482 -664	-1%	-$2.44K	0.01%	578
2025 Q3	$213K	Sell	55,146 -450	-0.8%	-$1.91K	0.01%	614
2025 Q2	$263K	Buy	55,596 +50	+0.1%	+$186	0.01%	533
2025 Q1	$274K	Buy	55,546 +20,906	+60%	+$113K	0.01%	494
2024 Q4	$205K	Buy	34,640 +10,219	+42%	+$61.7K	0.01%	568
2024 Q3	$160K	Buy	24,421 +11,521	+89%	+$84.6K	0.01%	500
2024 Q2	$111K	Buy	+12,900	New	+$129K	0.01%	550
2024 Q1	–	Sell	-17,225	Closed	-$140K	–	651
2023 Q4	$140K	Sell	17,225 -15,310	-47%	-$89.5K	0.01%	621
2023 Q3	$183K	Buy	32,535 +1,450	+5%	+$8.8K	0.01%	513
2023 Q2	$176K	Buy	31,085 +8,633	+38%	+$44.1K	0.01%	533
2023 Q1	$132K	Buy	22,452 +12,144	+118%	+$86.6K	0.01%	454
2022 Q4	$78.2K	Buy	+10,308	New	+$79.5K	0.01%	402

Other funds holding LCUT

JCP

JB Capital Partners Armonk, New York $581M AUM 46.16% 1-Year Est. Return

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

MRCM

Mill Road Capital Management Greenwich, Connecticut $191M AUM 56.95% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Martin & Co Knoxville, Tennessee $587M AUM 16.39% 1-Year Est. Return

PRCP

Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return

RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

SageView Advisory Group's LCUT Position: Q4 2025 in Review

SageView Advisory Group reduced its Lifetime Brands (LCUT) stake by 1.2% in Q4 2025, selling an estimated $2.44K and leaving 54,482 shares worth $215K. The position accounts for 0.01% of the portfolio, ranked #578.

SageView Advisory Group first reported a position in LCUT in Q4 2022 and has held it in 12 quarters since. The position peaked at $274K in Q1 2025. 52 funds tracked by Wall St. Rank hold LCUT as of Q4 2025.

SageView Advisory Group held 54,482 shares of Lifetime Brands worth $215K as of Q4 2025.
SageView Advisory Group sold 664 Lifetime Brands shares in Q4 2025, an estimated $2.44K.
Lifetime Brands made up 0.01% of SageView Advisory Group's portfolio in Q4 2025, its #578 holding.
SageView Advisory Group first reported a position in Lifetime Brands in Q4 2022 and has held it in 12 quarters since.
SageView Advisory Group's Lifetime Brands position peaked at $274K in Q1 2025.
52 funds tracked by Wall St. Rank held Lifetime Brands as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.