MAM
LGIH icon

Morse Asset Management’s LGI Homes LGIH Stock Holding History

Morse Asset Management’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
-3,020
Closed -$467K – 174
2021
Q4 		$467K Sell
3,020
-1,960
-39% -$287K 0.1% 127
2021
Q3 		$707K Buy
4,980
+1,692
+51% +$267K 0.17% 113
2021
Q2 		$532K Sell
3,288
-395
-11% -$65.4K 0.13% 115
2021
Q1 		$550K Buy
3,683
+1,133
+44% +$136K 0.14% 110
2020
Q4 		$270K Sell
2,550
-325
-11% -$37K 0.07% 127
2020
Q3 		$334K Buy
+2,875
New +$318K 0.11% 107
2019
Q4 		– Sell
-5,025
Closed -$419K – 136
2019
Q3 		$419K Sell
5,025
-75
-1% -$5.73K 0.16% 95
2019
Q2 		$364K Hold
5,100
– – 0.11% 107
2019
Q1 		$307K Buy
+5,100
New +$295K 0.09% 110
2018
Q3 		– Sell
-3,580
Closed -$207K – 137
2018
Q2 		$207K Buy
+3,580
New +$231K 0.06% 134
2018
Q1 		– Sell
-4,935
Closed -$370K – 150
2017
Q4 		$370K Buy
4,935
+25
+0.5% +$1.59K 0.1% 106
2017
Q3 		$238K Buy
+4,910
New +$218K 0.07% 117

Other funds holding LGIH

BlackRock
BlackRock New York $5.7T AUM 30.48% 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 $427B AUM 29.17% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
CU
CDAM (UK) London, United Kingdom $451M AUM 6.84% 1-Year Est. Return