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Belpointe Asset Management’s LGI Homes LGIH Stock Holding History

Belpointe Asset Management’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
Q3 		– Sell
-2,519
Closed -$225K – 964
2024
Q2 		$225K Sell
2,519
-83
-3% -$8.01K 0.02% 682
2024
Q1 		$303K Hold
2,602
– – 0.02% 584
2023
Q4 		$346K Sell
2,602
-15
-0.6% -$1.67K 0.03% 476
2023
Q3 		$260K Sell
2,617
-47
-2% -$5.83K 0.03% 524
2023
Q2 		$359K Hold
2,664
– – 0.04% 391
2023
Q1 		$304K Buy
2,664
+127
+5% +$13.8K 0.02% 749
2022
Q4 		$235K Buy
2,537
+1
+0% +$91 0.01% 823
2022
Q3 		$206K Buy
2,536
+14
+0.6% +$1.37K 0.01% 820
2022
Q2 		$219K Buy
2,522
+22
+0.9% +$2.04K 0.01% 791
2022
Q1 		$244K Hold
2,500
– – 0.01% 821
2021
Q4 		$386K Hold
2,500
– – 0.02% 610
2021
Q3 		$355K Buy
+2,500
New +$395K 0.02% 623

Other funds holding LGIH

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
KCM
Khrom Capital Management Miami Beach, Florida $1.09B AUM 14.82% 1-Year Est. Return
CU
CDAM (UK) London, United Kingdom $451M AUM 6.84% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.82B AUM 7.52% 1-Year Est. Return