TIM
LCII icon

Triad Investment Management’s LCI Industries LCII Stock Holding History

Triad Investment 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
2019
Q3 		– Sell
-23,666
Closed -$2.13M – 45
2019
Q2 		$2.13M Sell
23,666
-2,723
-10% -$241K 2.2% 24
2019
Q1 		$2.03M Buy
26,389
+179
+0.7% +$14.2K 2.07% 24
2018
Q4 		$1.75M Buy
+26,210
New +$1.91M 2.29% 23

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Triad Investment Management's LCII Position: Q3 2019 in Review

Triad Investment Management sold out of LCI Industries (LCII) in Q3 2019, closing a stake of 23,666 shares — an estimated $2.13M sold.

Triad Investment Management first reported a position in LCII in Q4 2018 and held it in 3 quarters. The position peaked at $2.13M in Q2 2019. 231 funds tracked by Wall St. Rank hold LCII as of Q3 2019.

  • Triad Investment Management reported no remaining LCI Industries position as of Q3 2019 after selling out during the quarter.
  • Triad Investment Management sold 23,666 LCI Industries shares in Q3 2019, an estimated $2.13M.
  • Triad Investment Management first reported a position in LCI Industries in Q4 2018 and held it in 3 quarters.
  • Triad Investment Management's LCI Industries position peaked at $2.13M in Q2 2019.
  • 231 funds tracked by Wall St. Rank held LCI Industries as of Q3 2019.

Based on Triad Investment Management's 13F filing for Q3 2019, filed 17 Oct 2019.