Baird Financial Group

Baird Financial Group’s LGI Homes LGIH Stock Holding History

Baird Financial Group’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
2024 Q4	–	Sell	-31,376	Closed	-$3.72M	–	1789
2024 Q3	$3.72M	Sell	31,376 -684	-2%	-$72.1K	0.01%	775
2024 Q2	$2.87M	Sell	32,060 -1,169	-4%	-$113K	0.01%	851
2024 Q1	$3.87M	Buy	33,229 +2,037	+7%	+$240K	0.01%	744
2023 Q4	$4.15M	Buy	31,192 +11,344	+57%	+$1.26M	0.01%	703
2023 Q3	$1.97M	Buy	19,848 +261	+1%	+$32.4K	0.01%	911
2023 Q2	$2.64M	Sell	19,587 -322	-2%	-$38.6K	0.01%	827
2023 Q1	$2.27M	Buy	+19,909	New	+$2.16M	0.01%	847
2022 Q2	–	Sell	-20,557	Closed	-$2.01M	–	1826
2022 Q1	$2.01M	Buy	20,557 +2,749	+15%	+$339K	0.01%	912
2021 Q4	$2.75M	Buy	17,808 +1,624	+10%	+$238K	0.01%	808
2021 Q3	$2.3M	Buy	16,184 +3,573	+28%	+$564K	0.01%	894
2021 Q2	$2.04M	Buy	12,611 +3,848	+44%	+$637K	0.01%	912
2021 Q1	$1.31M	Buy	8,763 +5,018	+134%	+$603K	﹤0.01%	1032
2020 Q4	$396K	Sell	3,745 -1,378	-27%	-$157K	﹤0.01%	1292
2020 Q3	$595K	Buy	5,123 +932	+22%	+$103K	﹤0.01%	1107
2020 Q2	$369K	Buy	+4,191	New	+$294K	﹤0.01%	1228

Other funds holding LGIH

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Khrom Capital Management Miami Beach, Florida $1.09B AUM 14.82% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return

River Road Asset Management Louisville, Kentucky $8.82B AUM 7.52% 1-Year Est. Return

CDAM (UK) London, United Kingdom $451M AUM 6.84% 1-Year Est. Return

Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return