LM Advisors’s LGI Homes LGIH Stock Holding History

LM 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
2024 Q1	–	Sell	-50	Closed	-$6.63K	–	498
2023 Q4	$6.63K	Buy	+50	New	+$5.55K	﹤0.01%	568

Other funds holding LGIH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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 Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

CDAM (UK) London, United Kingdom $387M AUM 4.05% 1-Year Est. Return

Ampfield Management New York $100M AUM 19.77% 1-Year Est. Return

LM Advisors's LGIH Position: Q1 2024 in Review

LM Advisors sold out of LGI Homes (LGIH) in Q1 2024, closing a stake of 50 shares — an estimated $6.63K sold.

LM Advisors first reported a position in LGIH in Q4 2023 and held it in 1 quarter. The position peaked at $6.63K in Q4 2023. 248 funds tracked by Wall St. Rank hold LGIH as of Q1 2024.

LM Advisors reported no remaining LGI Homes position as of Q1 2024 after selling out during the quarter.
LM Advisors sold 50 LGI Homes shares in Q1 2024, an estimated $6.63K.
LM Advisors first reported a position in LGI Homes in Q4 2023 and held it in 1 quarter.
LM Advisors's LGI Homes position peaked at $6.63K in Q4 2023.
248 funds tracked by Wall St. Rank held LGI Homes as of Q1 2024.

Based on LM Advisors's 13F filing for Q1 2024, filed 15 May 2024.