FMI
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Fiduciary Management Inc’s LGI Homes LGIH Stock Holding History

Fiduciary Management Inc’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
Q4 		– Sell
-581,493
Closed -$57.9M – 69
2023
Q3 		$57.9M Buy
581,493
+1,411
+0.2% +$175K 0.59% 60
2023
Q2 		$78.2M Buy
580,082
+35,087
+6% +$4.21M 0.79% 49
2023
Q1 		$62.1M Sell
544,995
-7,132
-1% -$774K 0.63% 50
2022
Q4 		$51.1M Sell
552,127
-12,975
-2% -$1.19M 0.52% 54
2022
Q3 		$46M Buy
565,102
+771
+0.1% +$75.5K 0.48% 57
2022
Q2 		$49M Buy
564,331
+130,205
+30% +$12.1M 0.46% 58
2022
Q1 		$42.4M Buy
434,126
+250,178
+136% +$30.9M 0.34% 63
2021
Q4 		$28.4M Sell
183,948
-3,000
-2% -$439K 0.21% 69
2021
Q3 		$26.5M Buy
186,948
+4,355
+2% +$688K 0.2% 71
2021
Q2 		$29.6M Sell
182,593
-3,631
-2% -$601K 0.22% 69
2021
Q1 		$27.8M Buy
+186,224
New +$22.4M 0.21% 67

Other funds holding LGIH

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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 $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
CU
CDAM (UK) London, United Kingdom $451M AUM 6.84% 1-Year Est. Return
AM
Ampfield Management New York $80.8M AUM 28.93% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return

Fiduciary Management Inc's LGIH Position: Q4 2023 in Review

Fiduciary Management Inc sold out of LGI Homes (LGIH) in Q4 2023, closing a stake of 581,493 shares — an estimated $57.9M sold.

Fiduciary Management Inc first reported a position in LGIH in Q1 2021 and held it in 11 quarters. The position peaked at $78.2M in Q2 2023. 248 funds tracked by Wall St. Rank hold LGIH as of Q4 2023.

  • Fiduciary Management Inc reported no remaining LGI Homes position as of Q4 2023 after selling out during the quarter.
  • Fiduciary Management Inc sold 581,493 LGI Homes shares in Q4 2023, an estimated $57.9M.
  • Fiduciary Management Inc first reported a position in LGI Homes in Q1 2021 and held it in 11 quarters.
  • Fiduciary Management Inc's LGI Homes position peaked at $78.2M in Q2 2023.
  • 248 funds tracked by Wall St. Rank held LGI Homes as of Q4 2023.

Based on Fiduciary Management Inc's 13F filing for Q4 2023, filed 14 Feb 2024.