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Shaker Investments’s LCI Industries LCII Stock Holding History

Shaker Investments’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
2022
Q4 		– Sell
-4,973
Closed -$505K – 83
2022
Q3 		$505K Sell
4,973
-2,147
-30% -$261K 0.34% 66
2022
Q2 		$797K Buy
7,120
+24
+0.3% +$2.62K 0.51% 58
2022
Q1 		$737K Buy
7,096
+132
+2% +$16.5K 0.38% 68
2021
Q4 		$1.08M Sell
6,964
-6,822
-49% -$1.01M 0.47% 60
2021
Q3 		$1.86M Buy
13,786
+107
+0.8% +$14.8K 0.82% 40
2021
Q2 		$1.8M Buy
13,679
+5,522
+68% +$775K 0.83% 40
2021
Q1 		$1.08M Buy
8,157
+80
+1% +$11.2K 0.52% 57
2020
Q4 		$1.05M Sell
8,077
-4,037
-33% -$496K 0.53% 56
2020
Q3 		$1.29M Buy
+12,114
New +$1.41M 0.66% 49
2018
Q2 		– Sell
-13,360
Closed -$1.39M – 74
2018
Q1 		$1.39M Sell
13,360
-1,300
-9% -$149K 0.86% 33
2017
Q4 		$1.91M Hold
14,660
– – 1.26% 27
2017
Q3 		$1.7M Sell
14,660
-500
-3% -$51K 1.18% 29
2017
Q2 		$1.55M Hold
15,160
– – 1.17% 30
2017
Q1 		$1.51M Sell
15,160
-450
-3% -$48.4K 1.16% 28
2016
Q4 		$1.68M Hold
15,610
– – 1.33% 23
2016
Q3 		$1.53M Sell
15,610
-500
-3% -$47.5K 1.23% 22
2016
Q2 		$1.37M Hold
16,110
– – 1.24% 27
2016
Q1 		$1.04M Buy
16,110
+1,300
+9% +$76.4K 0.99% 29
2015
Q4 		$902K Hold
14,810
– – 0.74% 38
2015
Q3 		$809K Hold
14,810
– – 0.63% 37
2015
Q2 		$859K Sell
14,810
-14,810
-50% -$882K 0.6% 43
2015
Q1 		$1.82M Sell
29,620
-2,250
-7% -$124K 1.22% 30
2014
Q4 		$1.63M Sell
31,870
-10,830
-25% -$506K 1.1% 29
2014
Q3 		$1.8M Sell
42,700
-11,700
-22% -$530K 1.23% 27
2014
Q2 		$2.72M Buy
54,400
+9,300
+21% +$464K 1.77% 21
2014
Q1 		$2.44M Buy
45,100
+10,140
+29% +$510K 1.51% 23
2013
Q4 		$1.79M Buy
+34,960
New +$1.78M 1.16% 28

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
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Shaker Investments's LCII Position: Q4 2022 in Review

Shaker Investments sold out of LCI Industries (LCII) in Q4 2022, closing a stake of 4,973 shares — an estimated $505K sold.

Shaker Investments first reported a position in LCII in Q4 2013 and held it in 27 quarters. The position peaked at $2.72M in Q2 2014. 268 funds tracked by Wall St. Rank hold LCII as of Q4 2022.

  • Shaker Investments reported no remaining LCI Industries position as of Q4 2022 after selling out during the quarter.
  • Shaker Investments sold 4,973 LCI Industries shares in Q4 2022, an estimated $505K.
  • Shaker Investments first reported a position in LCI Industries in Q4 2013 and held it in 27 quarters.
  • Shaker Investments's LCI Industries position peaked at $2.72M in Q2 2014.
  • 268 funds tracked by Wall St. Rank held LCI Industries as of Q4 2022.

Based on Shaker Investments's 13F filing for Q4 2022, filed 13 Feb 2023.