Corient Private Wealth
LGIH icon

Corient Private Wealth’s LGI Homes LGIH Stock Holding History

Corient Private Wealth’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
2026
Q1 		$219K Buy
+5,532
New +$270K ﹤0.01% 2508
2024
Q2 		– Sell
-24,007
Closed -$2.79M – 2355
2024
Q1 		$2.79M Buy
24,007
+7,833
+48% +$925K 0.01% 880
2023
Q4 		$2.15M Sell
16,174
-4,658
-22% -$517K ﹤0.01% 971
2023
Q3 		$2.07M Buy
+20,832
New +$2.59M ﹤0.01% 900

Other funds holding LGIH

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AS
Altshuler Shaham Tel Aviv, Israel $5.43B AUM 44.68% 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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
RRAM
River Road Asset Management Louisville, Kentucky $8.82B AUM 7.52% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return