Shelton Capital Management’s LCI Industries LCII Stock Holding History

Shelton Capital 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
2022 Q1	–	Sell	-1,627	Closed	-$254K	–	846
2021 Q4	$254K	Hold	1,627	–	–	0.01%	656
2021 Q3	$219K	Hold	1,627	–	–	0.01%	723
2021 Q2	$214K	Sell	1,627 -64	-4%	-$8.98K	0.01%	766
2021 Q1	$224K	Hold	1,691	–	–	0.01%	713
2020 Q4	$219K	Buy	+1,691	New	+$208K	0.01%	638
2020 Q3	–	Sell	-1,792	Closed	-$206K	–	781
2020 Q2	$206K	Buy	+1,792	New	+$165K	0.01%	588
2020 Q1	–	Sell	-2,237	Closed	-$240K	–	748
2019 Q4	$240K	Sell	2,237 -106	-5%	-$10.7K	0.01%	657
2019 Q3	$215K	Sell	2,343 -187	-7%	-$16.6K	0.01%	722
2019 Q2	$228K	Buy	+2,530	New	+$224K	0.01%	706
2018 Q4	–	Sell	-2,530	Closed	-$209K	–	846
2018 Q3	$209K	Buy	2,530 +285	+13%	+$26.6K	0.01%	832
2018 Q2	$202K	Hold	2,245	–	–	0.01%	811
2018 Q1	$234K	Hold	2,245	–	–	0.02%	690
2017 Q4	$292K	Hold	2,245	–	–	0.02%	588
2017 Q3	$260K	Sell	2,245 -214	-9%	-$21.8K	0.02%	637
2017 Q2	$252K	Buy	2,459 +186	+8%	+$17.8K	0.02%	678
2017 Q1	$227K	Buy	2,273 +248	+12%	+$26.7K	0.02%	735
2016 Q4	$218K	Buy	+2,025	New	+$201K	0.02%	788

Other funds holding LCII

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

JFL

Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Shelton Capital Management's LCII Position: Q1 2022 in Review

Shelton Capital Management sold out of LCI Industries (LCII) in Q1 2022, closing a stake of 1,627 shares — an estimated $254K sold.

Shelton Capital Management first reported a position in LCII in Q4 2016 and held it in 17 quarters. The position peaked at $292K in Q4 2017. 291 funds tracked by Wall St. Rank hold LCII as of Q1 2022.

Shelton Capital Management reported no remaining LCI Industries position as of Q1 2022 after selling out during the quarter.
Shelton Capital Management sold 1,627 LCI Industries shares in Q1 2022, an estimated $254K.
Shelton Capital Management first reported a position in LCI Industries in Q4 2016 and held it in 17 quarters.
Shelton Capital Management's LCI Industries position peaked at $292K in Q4 2017.
291 funds tracked by Wall St. Rank held LCI Industries as of Q1 2022.

Based on Shelton Capital Management's 13F filing for Q1 2022, filed 12 May 2022.