Blue Trust Inc’s LGI Homes LGIH Stock Holding History

Blue Trust Inc’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
2025 Q4	–	Sell	-5	Closed	-$259	–	2651
2025 Q3	$259	Hold	5	–	–	﹤0.01%	2497
2025 Q2	$258	Hold	5	–	–	﹤0.01%	2366
2025 Q1	$332	Hold	5	–	–	﹤0.01%	2396
2024 Q4	$447	Sell	5 -158	-97%	-$16.6K	﹤0.01%	2333
2024 Q3	$14.6K	Buy	163 +6	+4%	+$633	﹤0.01%	2068
2024 Q2	$18.3K	Buy	+157	New	+$15.2K	﹤0.01%	1694
2024 Q1	–	Sell	-26	Closed	-$3K	–	2491
2023 Q4	$3K	Buy	+26	New	+$2.89K	﹤0.01%	2025
2023 Q3	–	Sell	-5	Closed	-$1K	–	2182
2023 Q2	$1K	Sell	5 -5	-50%	-$600	﹤0.01%	1876
2023 Q1	$1K	Buy	10 +6	+150%	+$651	﹤0.01%	2170
2022 Q4	$0	Sell	4 -37	-90%	-$3.38K	﹤0.01%	2364
2022 Q3	$4K	Buy	+41	New	+$4.02K	﹤0.01%	1626

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

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

Dimensional Fund Advisors

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

Altshuler Shaham Tel Aviv, Israel $5.43B AUM 44.68% 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

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

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

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