Covestor’s LGI Homes LGIH Stock Holding History

Covestor’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	$1K	Sell	15 -1	-6%	-$49	﹤0.01%	2076
2025 Q4	$1K	Sell	16 -1	-6%	-$47	﹤0.01%	2102
2025 Q3	$1K	Buy	17 +9	+113%	+$525	﹤0.01%	2117
2025 Q2	$0	Buy	8 +6	+300%	+$328	﹤0.01%	2503
2025 Q1	$0	Buy	2 +1	+100%	+$81	﹤0.01%	2503
2024 Q4	$0	Hold	1	–	–	﹤0.01%	2515
2024 Q3	$0	Hold	1	–	–	﹤0.01%	2500
2024 Q2	$0	Hold	1	–	–	﹤0.01%	2519
2024 Q1	$0	Hold	1	–	–	﹤0.01%	2524
2023 Q4	$0	Hold	1	–	–	﹤0.01%	2462
2023 Q3	$0	Sell	1 -1	-50%	-$124	﹤0.01%	2446
2023 Q2	$0	Sell	2 -185	-99%	-$22.2K	﹤0.01%	2431
2023 Q1	$21K	Sell	187 -184	-50%	-$20K	0.02%	985
2022 Q4	$34K	Buy	371 +73	+24%	+$6.67K	0.03%	873
2022 Q3	$24K	Sell	298 -1,181	-80%	-$116K	0.02%	951
2022 Q2	$129K	Buy	1,479 +450	+44%	+$41.7K	0.11%	270
2022 Q1	$101K	Buy	1,029 +583	+131%	+$72K	0.07%	498
2021 Q4	$69K	Buy	+446	New	+$65.3K	0.1%	349

Other funds holding LGIH

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

CDAM (UK) London, United Kingdom $451M AUM 6.84% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

River Road Asset Management Louisville, Kentucky $8.82B AUM 7.52% 1-Year Est. Return

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

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return