Edgestream Partners’s LGI Homes LGIH Stock Holding History

Edgestream Partners’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 Q2	–	Sell	-7,199	Closed	-$821K	–	817
2023 Q1	$821K	Sell	7,199 -302	-4%	-$32.8K	0.09%	330
2022 Q4	$695K	Buy	+7,501	New	+$685K	0.08%	312

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Altshuler Shaham Tel Aviv, Israel $8.04B AUM 44.04% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

Edgestream Partners's LGIH Position: Q2 2023 in Review

Edgestream Partners sold out of LGI Homes (LGIH) in Q2 2023, closing a stake of 7,199 shares — an estimated $821K sold.

Edgestream Partners first reported a position in LGIH in Q4 2022 and held it in 2 quarters. The position peaked at $821K in Q1 2023. 224 funds tracked by Wall St. Rank hold LGIH as of Q2 2023.

Edgestream Partners reported no remaining LGI Homes position as of Q2 2023 after selling out during the quarter.
Edgestream Partners sold 7,199 LGI Homes shares in Q2 2023, an estimated $821K.
Edgestream Partners first reported a position in LGI Homes in Q4 2022 and held it in 2 quarters.
Edgestream Partners's LGI Homes position peaked at $821K in Q1 2023.
224 funds tracked by Wall St. Rank held LGI Homes as of Q2 2023.

Based on Edgestream Partners's 13F filing for Q2 2023, filed 10 Aug 2023.