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Disciplined Investments’s LGI Homes LGIH Stock Holding History

Disciplined Investments’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
2023
Q3 		– Sell
-7
Closed -$944 – 899
2023
Q2 		$944 Hold
7
– – ﹤0.01% 993
2023
Q1 		$798 Hold
7
– – ﹤0.01% 1061
2022
Q4 		$648 Hold
7
– – ﹤0.01% 1084
2022
Q3 		$1K Buy
7
+1
+17% +$98 ﹤0.01% 973
2022
Q2 		$1K Buy
6
+1
+20% +$93 ﹤0.01% 991
2022
Q1 		$0 Buy
+5
New +$617 ﹤0.01% 1492

Other funds holding LGIH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AS
Altshuler Shaham Tel Aviv, Israel $8.04B AUM 44.04% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
CU
CDAM (UK) London, United Kingdom $387M AUM 4.05% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return

Disciplined Investments's LGIH Position: Q3 2023 in Review

Disciplined Investments sold out of LGI Homes (LGIH) in Q3 2023, closing a stake of 7 shares — an estimated $944 sold.

Disciplined Investments first reported a position in LGIH in Q1 2022 and held it in 6 quarters. The position peaked at $1K in Q3 2022. 240 funds tracked by Wall St. Rank hold LGIH as of Q3 2023.

  • Disciplined Investments reported no remaining LGI Homes position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 7 LGI Homes shares in Q3 2023, an estimated $944.
  • Disciplined Investments first reported a position in LGI Homes in Q1 2022 and held it in 6 quarters.
  • Disciplined Investments's LGI Homes position peaked at $1K in Q3 2022.
  • 240 funds tracked by Wall St. Rank held LGI Homes as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.