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Johnson Financial Group Inc (Wisconsin)’s LGI Homes LGIH Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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
Q1 		– Sell
-299
Closed -$39.8K – 903
2023
Q4 		$39.8K Sell
299
-389
-57% -$43.2K ﹤0.01% 468
2023
Q3 		$68.4K Hold
688
– – ﹤0.01% 355
2023
Q2 		$92.8K Hold
688
– – 0.01% 335
2023
Q1 		$78.5K Buy
+688
New +$74.7K 0.01% 356

Other funds holding LGIH

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BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
CU
CDAM (UK) London, United Kingdom $387M AUM 4.05% 1-Year Est. Return
AM
Ampfield Management New York $100M AUM 19.77% 1-Year Est. Return

Johnson Financial Group Inc (Wisconsin)'s LGIH Position: Q1 2024 in Review

Johnson Financial Group Inc (Wisconsin) sold out of LGI Homes (LGIH) in Q1 2024, closing a stake of 299 shares — an estimated $39.8K sold.

Johnson Financial Group Inc (Wisconsin) first reported a position in LGIH in Q1 2023 and held it in 4 quarters. The position peaked at $92.8K in Q2 2023. 248 funds tracked by Wall St. Rank hold LGIH as of Q1 2024.

  • Johnson Financial Group Inc (Wisconsin) reported no remaining LGI Homes position as of Q1 2024 after selling out during the quarter.
  • Johnson Financial Group Inc (Wisconsin) sold 299 LGI Homes shares in Q1 2024, an estimated $39.8K.
  • Johnson Financial Group Inc (Wisconsin) first reported a position in LGI Homes in Q1 2023 and held it in 4 quarters.
  • Johnson Financial Group Inc (Wisconsin)'s LGI Homes position peaked at $92.8K in Q2 2023.
  • 248 funds tracked by Wall St. Rank held LGI Homes as of Q1 2024.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q1 2024, filed 14 May 2024.