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Berman Capital Advisors’s LGI Homes LGIH Stock Holding History

Berman Capital Advisors’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
2021
Q3 		$6K Buy
45
+2
+5% +$316 ﹤0.01% 1381
2021
Q2 		$6K Buy
43
+6
+16% +$993 ﹤0.01% 1298
2021
Q1 		$5K Hold
37
– – ﹤0.01% 1271
2020
Q4 		$3K Hold
37
– – ﹤0.01% 1308
2020
Q3 		$4K Buy
37
+14
+61% +$1.55K ﹤0.01% 1115
2020
Q2 		$2K Hold
23
– – ﹤0.01% 1287
2020
Q1 		$1K Buy
+23
New +$1.71K ﹤0.01% 1322

Other funds holding LGIH

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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
AS
Altshuler Shaham Tel Aviv, Israel $5.54B AUM 44.68% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CU
CDAM (UK) London, United Kingdom $451M AUM 6.84% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Berman Capital Advisors's LGIH Position: Q3 2021 in Review

Berman Capital Advisors increased its LGI Homes (LGIH) stake by 4.7% in Q3 2021, buying an estimated $316 and bringing the position to 45 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #1381.

Berman Capital Advisors first reported a position in LGIH in Q1 2020 and has held it in 7 quarters since. 244 funds tracked by Wall St. Rank hold LGIH as of Q3 2021.

  • Berman Capital Advisors held 45 shares of LGI Homes worth $6K as of Q3 2021.
  • Berman Capital Advisors bought 2 LGI Homes shares in Q3 2021, an estimated $316.
  • LGI Homes made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1381 holding.
  • Berman Capital Advisors first reported a position in LGI Homes in Q1 2020 and has held it in 7 quarters since.
  • 244 funds tracked by Wall St. Rank held LGI Homes as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.