SWM
LCII icon

Sendero Wealth Management’s LCI Industries LCII Stock Holding History

Sendero 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
2023
Q4 		– Sell
-2,286
Closed -$268K – 153
2023
Q3 		$268K Buy
2,286
+300
+15% +$37.6K 0.06% 140
2023
Q2 		$251K Buy
+1,986
New +$227K 0.05% 139

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
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 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
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Sendero Wealth Management's LCII Position: Q4 2023 in Review

Sendero Wealth Management sold out of LCI Industries (LCII) in Q4 2023, closing a stake of 2,286 shares — an estimated $268K sold.

Sendero Wealth Management first reported a position in LCII in Q2 2023 and held it in 2 quarters. The position peaked at $268K in Q3 2023. 278 funds tracked by Wall St. Rank hold LCII as of Q4 2023.

  • Sendero Wealth Management reported no remaining LCI Industries position as of Q4 2023 after selling out during the quarter.
  • Sendero Wealth Management sold 2,286 LCI Industries shares in Q4 2023, an estimated $268K.
  • Sendero Wealth Management first reported a position in LCI Industries in Q2 2023 and held it in 2 quarters.
  • Sendero Wealth Management's LCI Industries position peaked at $268K in Q3 2023.
  • 278 funds tracked by Wall St. Rank held LCI Industries as of Q4 2023.

Based on Sendero Wealth Management's 13F filing for Q4 2023, filed 17 Jan 2024.