Rise Advisors’s LGI Homes LGIH Stock Holding History

Rise 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
2025 Q2	–	Sell	-13	Closed	-$864	–	1607
2025 Q1	$864	Buy	+13	New	+$1.05K	﹤0.01%	1306
2024 Q3	–	Sell	-100	Closed	-$8.95K	–	1247
2024 Q2	$8.95K	Hold	100	–	–	﹤0.01%	1036
2024 Q1	$11.6K	Hold	100	–	–	0.01%	1015
2023 Q4	$13.3K	Hold	100	–	–	0.01%	293
2023 Q3	$9.95K	Hold	100	–	–	0.01%	316
2023 Q2	$13.5K	Sell	100 -80	-44%	-$9.59K	0.01%	299
2023 Q1	$20.5K	Sell	180 -89	-33%	-$9.66K	0.02%	251
2022 Q4	$24.9K	Hold	269	–	–	0.02%	221
2022 Q3	$22K	Hold	269	–	–	0.02%	230
2022 Q2	$23K	Hold	269	–	–	0.02%	216
2022 Q1	$26K	Buy	269 +55	+26%	+$6.79K	0.02%	217
2021 Q4	$33.1K	Buy	+214	New	+$31.3K	0.03%	192

Other funds holding LGIH

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

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

Dimensional Fund Advisors

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

River Road Asset Management Louisville, Kentucky $8.82B AUM 7.52% 1-Year Est. Return

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

Altshuler Shaham Tel Aviv, Israel $5.43B AUM 44.68% 1-Year Est. Return

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

Khrom Capital Management Miami Beach, Florida $1.09B AUM 14.82% 1-Year Est. Return