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Steward Financial Group’s LCI Industries LCII Stock Holding History

Steward Financial Group’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
Q3 		$2K Buy
+25
New +$3.13K ﹤0.01% 1006
2023
Q2 		– Sell
-24
Closed -$2K – 757
2023
Q1 		$2K Buy
24
+13
+118% +$1.42K ﹤0.01% 501
2022
Q4 		$1K Buy
+11
New +$1.08K ﹤0.01% 434
2022
Q3 		– Sell
-14
Closed -$1K – 752
2022
Q2 		$1K Buy
+14
New +$1.53K ﹤0.01% 781

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
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

Steward Financial Group's LCII Position: Q3 2023 in Review

Steward Financial Group opened a new position in LCI Industries (LCII) in Q3 2023: 25 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #1006 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in LCII as recently as Q1 2023.

Steward Financial Group first reported a position in LCII in Q2 2022 and has held it in 4 quarters since. 268 funds tracked by Wall St. Rank hold LCII as of Q3 2023.

  • Steward Financial Group held 25 shares of LCI Industries worth $2K as of Q3 2023.
  • LCI Industries was a new Steward Financial Group position in Q3 2023.
  • LCI Industries made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #1006 holding.
  • Steward Financial Group first reported a position in LCI Industries in Q2 2022 and has held it in 4 quarters since.
  • 268 funds tracked by Wall St. Rank held LCI Industries as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.