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EFG Asset Management’s LGI Homes LGIH Stock Holding History

EFG Asset 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
Q3 		– Sell
-7,873
Closed -$684K – 188
2022
Q2 		$684K Sell
7,873
-676
-8% -$62.7K 0.14% 170
2022
Q1 		$834K Sell
8,549
-2,506
-23% -$309K 0.13% 177
2021
Q4 		$1.71M Buy
+11,055
New +$1.62M 0.22% 130

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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
CU
CDAM (UK) London, United Kingdom $387M AUM 4.05% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return

EFG Asset Management's LGIH Position: Q3 2022 in Review

EFG Asset Management sold out of LGI Homes (LGIH) in Q3 2022, closing a stake of 7,873 shares — an estimated $684K sold.

EFG Asset Management first reported a position in LGIH in Q4 2021 and held it in 3 quarters. The position peaked at $1.71M in Q4 2021. 219 funds tracked by Wall St. Rank hold LGIH as of Q3 2022.

  • EFG Asset Management reported no remaining LGI Homes position as of Q3 2022 after selling out during the quarter.
  • EFG Asset Management sold 7,873 LGI Homes shares in Q3 2022, an estimated $684K.
  • EFG Asset Management first reported a position in LGI Homes in Q4 2021 and held it in 3 quarters.
  • EFG Asset Management's LGI Homes position peaked at $1.71M in Q4 2021.
  • 219 funds tracked by Wall St. Rank held LGI Homes as of Q3 2022.

Based on EFG Asset Management's 13F filing for Q3 2022, filed 28 Oct 2022.