MassMutual Private Wealth & Trust’s LGI Homes LGIH Stock Holding History

MassMutual Private Wealth & Trust’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
2026 Q2	$11.2K	Sell	176 -58	-25%	-$2.77K	﹤0.01%	1355
2026 Q1	$9.25K	Sell	234 -121	-34%	-$5.9K	﹤0.01%	1402
2025 Q4	$15.3K	Sell	355 -573	-62%	-$26.9K	﹤0.01%	1228
2025 Q3	$48K	Buy	928 +397	+75%	+$23.1K	﹤0.01%	822
2025 Q2	$27.4K	Buy	531 +435	+453%	+$23.8K	﹤0.01%	983
2025 Q1	$6.38K	Buy	96 +83	+638%	+$6.71K	﹤0.01%	1485
2024 Q4	$1.16K	Sell	13 -18	-58%	-$1.89K	﹤0.01%	1987
2024 Q3	$3.67K	Buy	31 +8	+35%	+$843	﹤0.01%	1473
2024 Q2	$2.06K	Buy	23 +2	+10%	+$193	﹤0.01%	1625
2024 Q1	$2.44K	Buy	21 +12	+133%	+$1.42K	﹤0.01%	1480
2023 Q4	$1.2K	Buy	+9	New	+$999	﹤0.01%	1640
2022 Q4	–	Sell	-36	Closed	-$3K	–	1760
2022 Q3	$3K	Sell	36 -2	-5%	-$196	﹤0.01%	1099
2022 Q2	$3K	Buy	+38	New	+$3.52K	﹤0.01%	1051

Other funds holding LGIH

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

Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

Marquette Asset Management Minneapolis, Minnesota $776M AUM 23.4% 1-Year Est. Return

Grove Bank & Trust Miami, Florida $1.01B AUM 26.88% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return

Abound Wealth Management Franklin, Tennessee $504M AUM 23.73% 1-Year Est. Return