Claris Advisors’s LGI Homes LGIH Stock Holding History

Claris 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
2024 Q4	–	Sell	-2	Closed	-$237	–	661
2024 Q3	$237	Buy	+2	New	+$211	﹤0.01%	913

Other funds holding LGIH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

KCM

Khrom Capital Management Miami Beach, Florida $1.19B AUM 14.29% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

DGI

Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

CDAM (UK) London, United Kingdom $387M AUM 4.05% 1-Year Est. Return

FCM

Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return

Claris Advisors's LGIH Position: Q4 2024 in Review

Claris Advisors sold out of LGI Homes (LGIH) in Q4 2024, closing a stake of 2 shares — an estimated $237 sold.

Claris Advisors first reported a position in LGIH in Q3 2024 and held it in 1 quarter. The position peaked at $237 in Q3 2024. 226 funds tracked by Wall St. Rank hold LGIH as of Q4 2024.

Claris Advisors reported no remaining LGI Homes position as of Q4 2024 after selling out during the quarter.
Claris Advisors sold 2 LGI Homes shares in Q4 2024, an estimated $237.
Claris Advisors first reported a position in LGI Homes in Q3 2024 and held it in 1 quarter.
Claris Advisors's LGI Homes position peaked at $237 in Q3 2024.
226 funds tracked by Wall St. Rank held LGI Homes as of Q4 2024.

Based on Claris Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.