Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
SFS
Sowell Financial Services’s
LCI Industries
LCII
Stock Holding History
Sowell Financial Services’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
Q2
–
Sell
-1,822
Closed
-$200K
–
706
2023
Q1
$200K
Buy
+1,822
New
+$199K
0.02%
691
2021
Q2
–
Sell
-40
Closed
-$6K
–
1734
2021
Q1
$6K
Hold
40
–
–
﹤0.01%
2531
2020
Q4
$5K
Hold
40
–
–
﹤0.01%
2276
2020
Q3
$4K
Sell
40
-27
-40%
-$3.14K
﹤0.01%
2055
2020
Q2
$8K
Hold
67
–
–
﹤0.01%
1766
2020
Q1
$4K
Sell
67
-25
-27%
-$2.44K
﹤0.01%
1907
2019
Q4
$10K
Buy
92
+20
+28%
+$2.02K
﹤0.01%
1688
2019
Q3
$7K
Buy
+72
New
+$6.4K
﹤0.01%
1641
Other funds holding LCII
BlackRock
New York
$5.7T AUM
30.48%
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
$34B AUM
6.31%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
Neuberger Berman Group
New York
$131B AUM
28.36%
1-Year Est. Return
Dimensional Fund Advisors
Austin, Texas
$481B AUM
30.42%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
Franklin Resources
San Mateo, California
$408B AUM
30.18%
1-Year Est. Return
Principal Financial Group
Des Moines, Iowa
$187B AUM
18.48%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close