Envestnet Portfolio Solutions
LGIH icon

Envestnet Portfolio Solutions’s LGI Homes LGIH Stock Holding History

Envestnet Portfolio Solutions’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
2025
Q4 		– Sell
-6,064
Closed -$314K – 1532
2025
Q3 		$314K Sell
6,064
-487
-7% -$28.4K ﹤0.01% 1225
2025
Q2 		$338K Buy
6,551
+3,528
+117% +$193K ﹤0.01% 1287
2025
Q1 		$201K Buy
3,023
+245
+9% +$19.8K ﹤0.01% 1505
2024
Q4 		$248K Buy
2,778
+95
+4% +$9.97K ﹤0.01% 1588
2024
Q3 		$318K Buy
+2,683
New +$283K ﹤0.01% 1419
2024
Q2 		– Sell
-2,570
Closed -$299K – 1669
2024
Q1 		$299K Buy
2,570
+71
+3% +$8.38K ﹤0.01% 1357
2023
Q4 		$333K Buy
2,499
+351
+16% +$39K ﹤0.01% 1242
2023
Q3 		$214K Buy
+2,148
New +$267K ﹤0.01% 1407

Other funds holding LGIH

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
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
AS
Altshuler Shaham Tel Aviv, Israel $5.43B AUM 44.68% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.82B AUM 7.52% 1-Year Est. Return
CU
CDAM (UK) London, United Kingdom $451M AUM 6.84% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return