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Whittier Trust’s LCI Industries LCII Stock Holding History

Whittier Trust’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
2025
Q3 		– Sell
-53
Closed -$4.83K – 1515
2025
Q2 		$4.83K Buy
+53
New +$4.52K ﹤0.01% 1348
2024
Q4 		– Sell
-12
Closed -$1.45K – 1583
2024
Q3 		$1.45K Buy
+12
New +$1.35K ﹤0.01% 1473

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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

Whittier Trust's LCII Position: Q3 2025 in Review

Whittier Trust sold out of LCI Industries (LCII) in Q3 2025, closing a stake of 53 shares — an estimated $4.83K sold.

Whittier Trust first reported a position in LCII in Q3 2024 and held it in 2 quarters. The position peaked at $4.83K in Q2 2025. 321 funds tracked by Wall St. Rank hold LCII as of Q3 2025.

  • Whittier Trust reported no remaining LCI Industries position as of Q3 2025 after selling out during the quarter.
  • Whittier Trust sold 53 LCI Industries shares in Q3 2025, an estimated $4.83K.
  • Whittier Trust first reported a position in LCI Industries in Q3 2024 and held it in 2 quarters.
  • Whittier Trust's LCI Industries position peaked at $4.83K in Q2 2025.
  • 321 funds tracked by Wall St. Rank held LCI Industries as of Q3 2025.

Based on Whittier Trust's 13F filing for Q3 2025, filed 31 Oct 2025.