SFS
LCII icon

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 – 1733
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
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 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 $3.37T AUM 44.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Sowell Financial Services's LCII Position: Q2 2023 in Review

Sowell Financial Services sold out of LCI Industries (LCII) in Q2 2023, closing a stake of 1,822 shares — an estimated $200K sold.

Sowell Financial Services first reported a position in LCII in Q3 2019 and held it in 8 quarters. The position peaked at $200K in Q1 2023. 272 funds tracked by Wall St. Rank hold LCII as of Q2 2023.

  • Sowell Financial Services reported no remaining LCI Industries position as of Q2 2023 after selling out during the quarter.
  • Sowell Financial Services sold 1,822 LCI Industries shares in Q2 2023, an estimated $200K.
  • Sowell Financial Services first reported a position in LCI Industries in Q3 2019 and held it in 8 quarters.
  • Sowell Financial Services's LCI Industries position peaked at $200K in Q1 2023.
  • 272 funds tracked by Wall St. Rank held LCI Industries as of Q2 2023.

Based on Sowell Financial Services's 13F filing for Q2 2023, filed 14 Aug 2023.