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USA Financial Formulas’s LCI Industries LCII Stock Holding History

USA Financial Formulas’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
2020
Q2 		– Sell
-512
Closed -$34K – 285
2020
Q1 		$34K Sell
512
-264
-34% -$25.8K 0.02% 141
2019
Q4 		$83K Buy
+776
New +$78.6K 0.03% 163
2017
Q2 		– Sell
-13,256
Closed -$1.32M – 274
2017
Q1 		$1.32M Buy
+13,256
New +$1.43M 0.32% 73
2016
Q4 		– Sell
-12,457
Closed -$1.22M – 306
2016
Q3 		$1.22M Sell
12,457
-6,638
-35% -$631K 0.31% 75
2016
Q2 		$1.62M Buy
+19,095
New +$1.37M 0.44% 70

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
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
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
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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

USA Financial Formulas's LCII Position: Q2 2020 in Review

USA Financial Formulas sold out of LCI Industries (LCII) in Q2 2020, closing a stake of 512 shares — an estimated $34K sold.

USA Financial Formulas first reported a position in LCII in Q2 2016 and held it in 5 quarters. The position peaked at $1.62M in Q2 2016. 231 funds tracked by Wall St. Rank hold LCII as of Q2 2020.

  • USA Financial Formulas reported no remaining LCI Industries position as of Q2 2020 after selling out during the quarter.
  • USA Financial Formulas sold 512 LCI Industries shares in Q2 2020, an estimated $34K.
  • USA Financial Formulas first reported a position in LCI Industries in Q2 2016 and held it in 5 quarters.
  • USA Financial Formulas's LCI Industries position peaked at $1.62M in Q2 2016.
  • 231 funds tracked by Wall St. Rank held LCI Industries as of Q2 2020.

Based on USA Financial Formulas's 13F filing for Q2 2020, filed 11 Aug 2020.