Crown Advisors Management’s LGI Homes LGIH Stock Holding History

Crown Advisors Management’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
2022 Q2	–	Sell	-25,000	Closed	-$2.44M	–	49
2022 Q1	$2.44M	Sell	25,000 -20,000	-44%	-$2.47M	1.72%	27
2021 Q4	$6.95M	Sell	45,000 -5,000	-10%	-$732K	4.47%	6
2021 Q3	$7.09M	Hold	50,000	–	–	4.99%	3
2021 Q2	$8.1M	Hold	50,000	–	–	5.59%	2
2021 Q1	$7.47M	Sell	50,000 -5,000	-9%	-$601K	5.85%	2
2020 Q4	$5.82M	Sell	55,000 -10,000	-15%	-$1.14M	4.17%	5
2020 Q3	$7.55M	Hold	65,000	–	–	4.91%	2
2020 Q2	$5.72M	Sell	65,000 -10,000	-13%	-$701K	3.92%	3
2020 Q1	$3.39M	Buy	75,000 +10,000	+15%	+$743K	2.68%	16
2019 Q4	$4.59M	Hold	65,000	–	–	2.95%	12
2019 Q3	$5.42M	Hold	65,000	–	–	3.62%	4
2019 Q2	$4.64M	Hold	65,000	–	–	3.21%	9
2019 Q1	$3.92M	Buy	65,000 +5,000	+8%	+$290K	2.94%	11
2018 Q4	$2.71M	Sell	60,000 -15,000	-20%	-$634K	2.82%	16
2018 Q3	$3.56M	Hold	75,000	–	–	3.04%	11
2018 Q2	$4.33M	Sell	75,000 -10,000	-12%	-$645K	3.67%	6
2018 Q1	$5.29M	Hold	85,000	–	–	5.03%	3
2017 Q4	$6.38M	Buy	+85,000	New	+$5.4M	6.09%	3

Other funds holding LGIH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Altshuler Shaham Tel Aviv, Israel $5.54B AUM 44.68% 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

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