GoalVest Advisory’s LGI Homes LGIH Stock Holding History

GoalVest Advisory’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	-34	Closed	-$3.38K	–	440
2023 Q3	$3.38K	Sell	34 -2	-6%	-$248	﹤0.01%	382
2023 Q2	$4.86K	Buy	+36	New	+$4.32K	﹤0.01%	304

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

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

Ampfield Management New York $100M AUM 19.77% 1-Year Est. Return

DGI

Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return

GoalVest Advisory's LGIH Position: Q4 2023 in Review

GoalVest Advisory sold out of LGI Homes (LGIH) in Q4 2023, closing a stake of 34 shares — an estimated $3.38K sold.

GoalVest Advisory first reported a position in LGIH in Q2 2023 and held it in 2 quarters. The position peaked at $4.86K in Q2 2023. 248 funds tracked by Wall St. Rank hold LGIH as of Q4 2023.

GoalVest Advisory reported no remaining LGI Homes position as of Q4 2023 after selling out during the quarter.
GoalVest Advisory sold 34 LGI Homes shares in Q4 2023, an estimated $3.38K.
GoalVest Advisory first reported a position in LGI Homes in Q2 2023 and held it in 2 quarters.
GoalVest Advisory's LGI Homes position peaked at $4.86K in Q2 2023.
248 funds tracked by Wall St. Rank held LGI Homes as of Q4 2023.

Based on GoalVest Advisory's 13F filing for Q4 2023, filed 2 Jan 2024.