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Summit Global Investments’s LCI Industries LCII Stock Holding History

Summit Global 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
2024
Q3 		– Sell
-2,196
Closed -$227K – 548
2024
Q2 		$227K Buy
+2,196
New +$237K 0.02% 459
2021
Q2 		– Sell
-1,913
Closed -$253K – 596
2021
Q1 		$253K Buy
+1,913
New +$267K 0.02% 484
2018
Q4 		– Sell
-7,700
Closed -$638K – 289
2018
Q3 		$638K Buy
7,700
+400
+5% +$37.4K 0.09% 224
2018
Q2 		$659K Buy
+7,300
New +$678K 0.1% 185
2017
Q4 		– Sell
-5,100
Closed -$591K – 269
2017
Q3 		$591K Sell
5,100
-100
-2% -$10.2K 0.09% 130
2017
Q2 		$532K Buy
+5,200
New +$499K 0.16% 127

Other funds holding LCII

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $34B AUM 6.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Summit Global Investments's LCII Position: Q3 2024 in Review

Summit Global Investments sold out of LCI Industries (LCII) in Q3 2024, closing a stake of 2,196 shares — an estimated $227K sold.

Summit Global Investments first reported a position in LCII in Q2 2017 and held it in 6 quarters. The position peaked at $659K in Q2 2018. 302 funds tracked by Wall St. Rank hold LCII as of Q3 2024.

  • Summit Global Investments reported no remaining LCI Industries position as of Q3 2024 after selling out during the quarter.
  • Summit Global Investments sold 2,196 LCI Industries shares in Q3 2024, an estimated $227K.
  • Summit Global Investments first reported a position in LCI Industries in Q2 2017 and held it in 6 quarters.
  • Summit Global Investments's LCI Industries position peaked at $659K in Q2 2018.
  • 302 funds tracked by Wall St. Rank held LCI Industries as of Q3 2024.

Based on Summit Global Investments's 13F filing for Q3 2024, filed 31 Oct 2024.