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Westwood Holdings Group’s LCI Industries LCII Stock Holding History

Westwood Holdings Group’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
2018
Q3 		– Sell
-11,525
Closed -$1.04M – 427
2018
Q2 		$1.04M Hold
11,525
– – 0.01% 321
2018
Q1 		$1.2M Buy
11,525
+1,825
+19% +$210K 0.01% 317
2017
Q4 		$1.26M Hold
9,700
– – 0.01% 303
2017
Q3 		$1.12M Hold
9,700
– – 0.01% 307
2017
Q2 		$993K Buy
9,700
+400
+4% +$38.4K 0.01% 314
2017
Q1 		$928K Buy
+9,300
New +$1M 0.01% 313
2016
Q4 		– Sell
-9,300
Closed -$912K – 473
2016
Q3 		$912K Buy
+9,300
New +$884K 0.01% 356

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
State Street
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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Westwood Holdings Group's LCII Position: Q3 2018 in Review

Westwood Holdings Group sold out of LCI Industries (LCII) in Q3 2018, closing a stake of 11,525 shares — an estimated $1.04M sold.

Westwood Holdings Group first reported a position in LCII in Q3 2016 and held it in 7 quarters. The position peaked at $1.26M in Q4 2017. 230 funds tracked by Wall St. Rank hold LCII as of Q3 2018.

  • Westwood Holdings Group reported no remaining LCI Industries position as of Q3 2018 after selling out during the quarter.
  • Westwood Holdings Group sold 11,525 LCI Industries shares in Q3 2018, an estimated $1.04M.
  • Westwood Holdings Group first reported a position in LCI Industries in Q3 2016 and held it in 7 quarters.
  • Westwood Holdings Group's LCI Industries position peaked at $1.26M in Q4 2017.
  • 230 funds tracked by Wall St. Rank held LCI Industries as of Q3 2018.

Based on Westwood Holdings Group's 13F filing for Q3 2018, filed 14 Nov 2018.