Janney Montgomery Scott

Janney Montgomery Scott’s LGI Homes LGIH Stock Holding History

Janney Montgomery Scott’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 Q2	–	Sell	-3,406	Closed	-$226K	–	2775
2025 Q1	$226K	Buy	3,406 +623	+22%	+$50.3K	﹤0.01%	2472
2024 Q4	$249K	Sell	2,783 -16	-0.6%	-$1.68K	﹤0.01%	2428
2024 Q3	$332K	Buy	2,799 +5	+0.2%	+$527	﹤0.01%	2230
2024 Q2	$250K	Buy	2,794 +460	+20%	+$44.4K	﹤0.01%	2318
2024 Q1	$272K	Buy	2,334 +444	+23%	+$52.4K	﹤0.01%	2398
2023 Q4	$252K	Sell	1,890 -1,686	-47%	-$187K	﹤0.01%	2334
2023 Q3	$356K	Sell	3,576 -1,515	-30%	-$188K	﹤0.01%	2026
2023 Q2	$687K	Sell	5,091 -217	-4%	-$26K	﹤0.01%	1641
2023 Q1	$605K	Buy	5,308 +109	+2%	+$11.8K	﹤0.01%	1606
2022 Q4	$481K	Buy	5,199 +1,704	+49%	+$156K	﹤0.01%	1798
2022 Q3	$284K	Sell	3,495 -51	-1%	-$5K	﹤0.01%	2055
2022 Q2	$302K	Buy	+3,546	New	+$329K	﹤0.01%	1911
2022 Q1	–	Sell	-1,348	Closed	-$208K	–	2348
2021 Q4	$208K	Buy	+1,348	New	+$197K	﹤0.01%	2217
2021 Q3	–	Sell	-1,283	Closed	-$208K	–	2344
2021 Q2	$208K	Buy	+1,283	New	+$212K	﹤0.01%	2115

Other funds holding LGIH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

River Road Asset Management Louisville, Kentucky $8.82B AUM 7.52% 1-Year Est. Return

Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return

Altshuler Shaham Tel Aviv, Israel $5.54B AUM 44.68% 1-Year Est. Return

CDAM (UK) London, United Kingdom $451M AUM 6.84% 1-Year Est. Return

Khrom Capital Management Miami Beach, Florida $1.09B AUM 14.82% 1-Year Est. Return