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Summit Trail Advisors’s LCI Industries LCII Stock Holding History

Summit Trail Advisors’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
Q4 		– Sell
-1,742
Closed -$205K – 581
2023
Q3 		$205K Hold
1,742
– – 0.01% 497
2023
Q2 		$220K Buy
+1,742
New +$199K 0.01% 460
2022
Q3 		– Sell
-1,828
Closed -$205K – 402
2022
Q2 		$205K Buy
+1,828
New +$200K 0.01% 349
2018
Q4 		– Sell
-5,105
Closed -$423K – 172
2018
Q3 		$423K Buy
5,105
+1,235
+32% +$115K 0.09% 121
2018
Q2 		$349K Sell
3,870
-12,819
-77% -$1.19M 0.12% 96
2018
Q1 		$1.15M Buy
16,689
+1,730
+12% +$199K 0.2% 117
2017
Q4 		$1.92M Buy
+14,959
New +$1.84M 0.24% 78

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return