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Heritage Family Offices’s LGI Homes LGIH Stock Holding History

Heritage Family Offices’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
2024
Q4 		– Sell
-1,842
Closed -$218K – 191
2024
Q3 		$218K Buy
+1,842
New +$194K 0.11% 169

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
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
KCM
Khrom Capital Management Miami Beach, Florida $1.09B AUM 14.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 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
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

Heritage Family Offices's LGIH Position: Q4 2024 in Review

Heritage Family Offices sold out of LGI Homes (LGIH) in Q4 2024, closing a stake of 1,842 shares — an estimated $218K sold.

Heritage Family Offices first reported a position in LGIH in Q3 2024 and held it in 1 quarter. The position peaked at $218K in Q3 2024. 227 funds tracked by Wall St. Rank hold LGIH as of Q4 2024.

  • Heritage Family Offices reported no remaining LGI Homes position as of Q4 2024 after selling out during the quarter.
  • Heritage Family Offices sold 1,842 LGI Homes shares in Q4 2024, an estimated $218K.
  • Heritage Family Offices first reported a position in LGI Homes in Q3 2024 and held it in 1 quarter.
  • Heritage Family Offices's LGI Homes position peaked at $218K in Q3 2024.
  • 227 funds tracked by Wall St. Rank held LGI Homes as of Q4 2024.

Based on Heritage Family Offices's 13F filing for Q4 2024, filed 14 Jan 2025.