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Sutton Wealth Advisors’s LCI Industries LCII Stock Holding History

Sutton Wealth 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
Q1 		– Sell
-256
Closed -$23.7K – 1212
2022
Q4 		$23.7K Sell
256
-54
-17% -$5.3K 0.01% 630
2022
Q3 		$31.5K Buy
310
+36
+13% +$4.38K 0.01% 509
2022
Q2 		$30.7K Sell
274
-17
-6% -$1.86K 0.01% 525
2022
Q1 		$30.2K Buy
291
+10
+4% +$1.25K 0.01% 573
2021
Q4 		$43.8K Buy
281
+6
+2% +$893 0.01% 460
2021
Q3 		$37K Hold
275
– – 0.01% 491
2021
Q2 		$36.1K Buy
275
+21
+8% +$2.95K 0.01% 505
2021
Q1 		$33.6K Hold
254
– – 0.01% 513
2020
Q4 		$32.9K Hold
254
– – 0.01% 471
2020
Q3 		$27K Hold
254
– – 0.01% 462
2020
Q2 		$29.2K Sell
254
-147
-37% -$13.5K 0.02% 432
2020
Q1 		$26.8K Hold
401
– – 0.02% 393
2019
Q4 		$43K Hold
401
– – 0.02% 349
2019
Q3 		$36.8K Hold
401
– – 0.02% 387
2019
Q2 		$36.1K Buy
401
+147
+58% +$13K 0.02% 397
2019
Q1 		$19.5K Sell
254
-117
-32% -$9.25K 0.01% 577
2018
Q4 		$24.8K Sell
371
-34
-8% -$2.48K 0.02% 453
2018
Q3 		$33.5K Hold
405
– – 0.02% 404
2018
Q2 		$36.5K Buy
405
+70
+21% +$6.5K 0.03% 377
2018
Q1 		$34.9K Hold
335
– – 0.03% 375
2017
Q4 		$43.5K Hold
335
– – 0.03% 307
2017
Q3 		$38.8K Buy
335
+98
+41% +$9.99K 0.03% 334
2017
Q2 		$24.3K Hold
237
– – 0.02% 461
2017
Q1 		$23.7K Buy
+237
New +$25.5K 0.02% 455

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return

Sutton Wealth Advisors's LCII Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of LCI Industries (LCII) in Q1 2023, closing a stake of 256 shares — an estimated $23.7K sold.

Sutton Wealth Advisors first reported a position in LCII in Q1 2017 and held it in 24 quarters. The position peaked at $43.8K in Q4 2021. 265 funds tracked by Wall St. Rank hold LCII as of Q1 2023.

  • Sutton Wealth Advisors reported no remaining LCI Industries position as of Q1 2023 after selling out during the quarter.
  • Sutton Wealth Advisors sold 256 LCI Industries shares in Q1 2023, an estimated $23.7K.
  • Sutton Wealth Advisors first reported a position in LCI Industries in Q1 2017 and held it in 24 quarters.
  • Sutton Wealth Advisors's LCI Industries position peaked at $43.8K in Q4 2021.
  • 265 funds tracked by Wall St. Rank held LCI Industries as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.