Tarbox Family Office’s LCI Industries LCII Stock Holding History

Tarbox Family Office’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
2022 Q2	–	Sell	-37	Closed	-$4K	–	591
2022 Q1	$4K	Hold	37	–	–	﹤0.01%	601
2021 Q4	$6K	Hold	37	–	–	﹤0.01%	560
2021 Q3	$5K	Hold	37	–	–	﹤0.01%	636
2021 Q2	$5K	Hold	37	–	–	﹤0.01%	638
2021 Q1	$5K	Hold	37	–	–	﹤0.01%	564
2020 Q4	$5K	Hold	37	–	–	﹤0.01%	527
2020 Q3	$4K	Hold	37	–	–	﹤0.01%	538
2020 Q2	$4K	Hold	37	–	–	﹤0.01%	530
2020 Q1	$2K	Sell	37 -24	-39%	-$2.34K	﹤0.01%	669
2019 Q4	$7K	Hold	61	–	–	﹤0.01%	437
2019 Q3	$6K	Hold	61	–	–	﹤0.01%	428
2019 Q2	$5K	Buy	+61	New	+$5.39K	﹤0.01%	452

Other funds holding LCII

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Neuberger Berman Group

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return