Weld Capital Management’s LCI Industries LCII Stock Holding History

Weld Capital 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
2020 Q4	–	Sell	-2,648	Closed	-$281K	–	588
2020 Q3	$281K	Buy	+2,648	New	+$308K	0.11%	302
2019 Q3	–	Sell	-5,430	Closed	-$489K	–	890
2019 Q2	$489K	Buy	+5,430	New	+$480K	0.09%	391
2019 Q1	–	Sell	-7,051	Closed	-$471K	–	775
2018 Q4	$471K	Buy	+7,051	New	+$514K	0.11%	368

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

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

RHJA

Rice Hall James & Associates San Diego, California $2.05B AUM 43.16% 1-Year Est. Return

Weld Capital Management's LCII Position: Q4 2020 in Review

Weld Capital Management sold out of LCI Industries (LCII) in Q4 2020, closing a stake of 2,648 shares — an estimated $281K sold.

Weld Capital Management first reported a position in LCII in Q4 2018 and held it in 3 quarters. The position peaked at $489K in Q2 2019. 253 funds tracked by Wall St. Rank hold LCII as of Q4 2020.

Weld Capital Management reported no remaining LCI Industries position as of Q4 2020 after selling out during the quarter.
Weld Capital Management sold 2,648 LCI Industries shares in Q4 2020, an estimated $281K.
Weld Capital Management first reported a position in LCI Industries in Q4 2018 and held it in 3 quarters.
Weld Capital Management's LCI Industries position peaked at $489K in Q2 2019.
253 funds tracked by Wall St. Rank held LCI Industries as of Q4 2020.

Based on Weld Capital Management's 13F filing for Q4 2020, filed 16 Feb 2021.