NewSquare Capital’s LGI Homes LGIH Stock Holding History

NewSquare Capital’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
2025 Q3	–	Sell	-35	Closed	-$1.8K	–	762
2025 Q2	$1.8K	Buy	+35	New	+$1.92K	﹤0.01%	984

Other funds holding LGIH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Altshuler Shaham Tel Aviv, Israel $5.54B AUM 44.68% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

DGI

Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return

FCM

Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

CDAM (UK) London, United Kingdom $451M AUM 6.84% 1-Year Est. Return

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

NewSquare Capital's LGIH Position: Q3 2025 in Review

NewSquare Capital sold out of LGI Homes (LGIH) in Q3 2025, closing a stake of 35 shares — an estimated $1.8K sold.

NewSquare Capital first reported a position in LGIH in Q2 2025 and held it in 1 quarter. The position peaked at $1.8K in Q2 2025. 239 funds tracked by Wall St. Rank hold LGIH as of Q3 2025.

NewSquare Capital reported no remaining LGI Homes position as of Q3 2025 after selling out during the quarter.
NewSquare Capital sold 35 LGI Homes shares in Q3 2025, an estimated $1.8K.
NewSquare Capital first reported a position in LGI Homes in Q2 2025 and held it in 1 quarter.
NewSquare Capital's LGI Homes position peaked at $1.8K in Q2 2025.
239 funds tracked by Wall St. Rank held LGI Homes as of Q3 2025.

Based on NewSquare Capital's 13F filing for Q3 2025, filed 12 Nov 2025.