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Advisory Research’s LGI Homes LGIH Stock Holding History

Advisory Research’s Portfolio LGIH Stock Details LGIH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-10,409
Closed -$735K – 322
2019
Q4 		$735K Sell
10,409
-7,345
-41% -$559K 0.03% 206
2019
Q3 		$1.48M Sell
17,754
-1,955
-10% -$149K 0.07% 143
2019
Q2 		$1.41M Buy
19,709
+8,908
+82% +$618K 0.03% 221
2019
Q1 		$651K Buy
+10,801
New +$626K 0.01% 272

Other funds holding LGIH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $9.69B AUM 55.7% 1-Year Est. Return
AS
Altshuler Shaham Tel Aviv, Israel $8.04B AUM 44.04% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return
EIP
Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return
NPIC
Neumeier Poma Investment Counsel Carmel, California $1.46B AUM 71.13% 1-Year Est. Return

Advisory Research's LGIH Position: Q1 2020 in Review

Advisory Research sold out of LGI Homes (LGIH) in Q1 2020, closing a stake of 10,409 shares — an estimated $735K sold.

Advisory Research first reported a position in LGIH in Q1 2019 and held it in 4 quarters. The position peaked at $1.48M in Q3 2019. 193 funds tracked by Wall St. Rank hold LGIH as of Q1 2020.

  • Advisory Research reported no remaining LGI Homes position as of Q1 2020 after selling out during the quarter.
  • Advisory Research sold 10,409 LGI Homes shares in Q1 2020, an estimated $735K.
  • Advisory Research first reported a position in LGI Homes in Q1 2019 and held it in 4 quarters.
  • Advisory Research's LGI Homes position peaked at $1.48M in Q3 2019.
  • 193 funds tracked by Wall St. Rank held LGI Homes as of Q1 2020.

Based on Advisory Research's 13F filing for Q1 2020, filed 12 May 2020.