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Systematic Financial Management’s LCI Industries LCII Stock Holding History

Systematic Financial Management’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
2014
Q3 		– Sell
-457,372
Closed -$22.9M – 706
2014
Q2 		$22.9M Sell
457,372
-33,010
-7% -$1.65M 0.16% 151
2014
Q1 		$26.6M Buy
490,382
+66,225
+16% +$3.33M 0.18% 137
2013
Q4 		$21.7M Buy
424,157
+139,248
+49% +$7.09M 0.16% 154
2013
Q3 		$13M Buy
+284,909
New +$12.1M 0.1% 205

Other funds holding LCII

CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Systematic Financial Management's LCII Position: Q3 2014 in Review

Systematic Financial Management sold out of LCI Industries (LCII) in Q3 2014, closing a stake of 457,372 shares — an estimated $22.9M sold.

Systematic Financial Management first reported a position in LCII in Q3 2013 and held it in 4 quarters. The position peaked at $26.6M in Q1 2014. 153 funds tracked by Wall St. Rank hold LCII as of Q3 2014.

  • Systematic Financial Management reported no remaining LCI Industries position as of Q3 2014 after selling out during the quarter.
  • Systematic Financial Management sold 457,372 LCI Industries shares in Q3 2014, an estimated $22.9M.
  • Systematic Financial Management first reported a position in LCI Industries in Q3 2013 and held it in 4 quarters.
  • Systematic Financial Management's LCI Industries position peaked at $26.6M in Q1 2014.
  • 153 funds tracked by Wall St. Rank held LCI Industries as of Q3 2014.

Based on Systematic Financial Management's 13F filing for Q3 2014, filed 12 Nov 2014.