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Scarborough Advisors’s LCI Industries LCII Stock Holding History

Scarborough 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
2024
Q3 		– Sell
-74
Closed -$7.66K – 294
2024
Q2 		$7.66K Buy
74
+1
+1% +$108 ﹤0.01% 225
2024
Q1 		$9.03K Hold
73
– – ﹤0.01% 208
2023
Q4 		$9.14K Buy
+73
New +$8.4K ﹤0.01% 394

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 $187B AUM 18.48% 1-Year Est. Return

Scarborough Advisors's LCII Position: Q3 2024 in Review

Scarborough Advisors sold out of LCI Industries (LCII) in Q3 2024, closing a stake of 74 shares — an estimated $7.66K sold.

Scarborough Advisors first reported a position in LCII in Q4 2023 and held it in 3 quarters. The position peaked at $9.14K in Q4 2023. 302 funds tracked by Wall St. Rank hold LCII as of Q3 2024.

  • Scarborough Advisors reported no remaining LCI Industries position as of Q3 2024 after selling out during the quarter.
  • Scarborough Advisors sold 74 LCI Industries shares in Q3 2024, an estimated $7.66K.
  • Scarborough Advisors first reported a position in LCI Industries in Q4 2023 and held it in 3 quarters.
  • Scarborough Advisors's LCI Industries position peaked at $9.14K in Q4 2023.
  • 302 funds tracked by Wall St. Rank held LCI Industries as of Q3 2024.

Based on Scarborough Advisors's 13F filing for Q3 2024, filed 31 Oct 2024.