LFAS
LGIH icon

Level Four Advisory Services’s LGI Homes LGIH Stock Holding History

Level Four Advisory Services’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
2020
Q1 		– Sell
-17,084
Closed -$7.76M – 534
2019
Q4 		$7.76M Buy
17,084
+2,411
+16% +$183K 0.31% 102
2019
Q3 		$1.22M Buy
14,673
+214
+1% +$16.4K 0.13% 173
2019
Q2 		$1.03M Sell
14,459
-198
-1% -$13.7K 0.1% 192
2019
Q1 		$883K Buy
14,657
+1,375
+10% +$79.6K 0.1% 207
2018
Q4 		$601K Buy
13,282
+1,213
+10% +$51.2K 0.07% 257
2018
Q3 		$573K Buy
12,069
+2,183
+22% +$120K 0.06% 312
2018
Q2 		$571K Sell
9,886
-6,769
-41% -$436K 0.04% 353
2018
Q1 		$1.18M Sell
16,655
-920
-5% -$62.2K 0.1% 206
2017
Q4 		$1.32M Buy
17,575
+765
+5% +$48.6K 0.11% 184
2017
Q3 		$816K Buy
16,810
+7,338
+77% +$326K 0.08% 258
2017
Q2 		$319K Sell
9,472
-7,556
-44% -$254K 0.05% 351
2017
Q1 		$576K Buy
17,028
+2,253
+15% +$68.7K 0.06% 294
2016
Q4 		$424K Buy
+14,775
New +$465K 0.05% 307

Other funds holding LGIH

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BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
AS
Altshuler Shaham Tel Aviv, Israel $5.43B AUM 44.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
NPIC
Neumeier Poma Investment Counsel Carmel, California $1.21B AUM 70.48% 1-Year Est. Return