Values First Advisors’s LCI Industries LCII Stock Holding History

Values First 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 Q2	–	Sell	-25	Closed	-$2.71K	–	255
2023 Q1	$2.71K	Buy	+25	New	+$2.73K	﹤0.01%	286

Other funds holding LCII

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Values First Advisors's LCII Position: Q2 2023 in Review

Values First Advisors sold out of LCI Industries (LCII) in Q2 2023, closing a stake of 25 shares — an estimated $2.71K sold.

Values First Advisors first reported a position in LCII in Q1 2023 and held it in 1 quarter. The position peaked at $2.71K in Q1 2023. 272 funds tracked by Wall St. Rank hold LCII as of Q2 2023.

Values First Advisors reported no remaining LCI Industries position as of Q2 2023 after selling out during the quarter.
Values First Advisors sold 25 LCI Industries shares in Q2 2023, an estimated $2.71K.
Values First Advisors first reported a position in LCI Industries in Q1 2023 and held it in 1 quarter.
Values First Advisors's LCI Industries position peaked at $2.71K in Q1 2023.
272 funds tracked by Wall St. Rank held LCI Industries as of Q2 2023.

Based on Values First Advisors's 13F filing for Q2 2023, filed 2 Aug 2023.