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Kercheville Advisors’s LGI Homes LGIH Stock Holding History

Kercheville Advisors’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
2022
Q1 		– Sell
-8,850
Closed -$1.37M – 115
2021
Q4 		$1.37M Sell
8,850
-1,200
-12% -$176K 0.6% 38
2021
Q3 		$1.43M Sell
10,050
-200
-2% -$31.6K 0.68% 36
2021
Q2 		$1.66M Sell
10,250
-50
-0.5% -$8.27K 0.77% 37
2021
Q1 		$1.54M Buy
10,300
+2,200
+27% +$264K 0.77% 39
2020
Q4 		$860K Buy
+8,100
New +$923K 0.47% 52

Other funds holding LGIH

BlackRock
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 $15.3B AUM 25.06% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
AS
Altshuler Shaham Tel Aviv, Israel $8.04B AUM 44.04% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
CU
CDAM (UK) London, United Kingdom $387M AUM 4.05% 1-Year Est. Return

Kercheville Advisors's LGIH Position: Q1 2022 in Review

Kercheville Advisors sold out of LGI Homes (LGIH) in Q1 2022, closing a stake of 8,850 shares — an estimated $1.37M sold.

Kercheville Advisors first reported a position in LGIH in Q4 2020 and held it in 5 quarters. The position peaked at $1.66M in Q2 2021. 238 funds tracked by Wall St. Rank hold LGIH as of Q1 2022.

  • Kercheville Advisors reported no remaining LGI Homes position as of Q1 2022 after selling out during the quarter.
  • Kercheville Advisors sold 8,850 LGI Homes shares in Q1 2022, an estimated $1.37M.
  • Kercheville Advisors first reported a position in LGI Homes in Q4 2020 and held it in 5 quarters.
  • Kercheville Advisors's LGI Homes position peaked at $1.66M in Q2 2021.
  • 238 funds tracked by Wall St. Rank held LGI Homes as of Q1 2022.

Based on Kercheville Advisors's 13F filing for Q1 2022, filed 29 Apr 2022.