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Ritholtz Wealth Management’s Legacy Housing LEGH Stock Holding History

Ritholtz Wealth Management’s Portfolio LEGH Stock Details LEGH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-8,345
Closed -$210K – 811
2023
Q4 		$210K Sell
8,345
-3,475
-29% -$73.5K 0.01% 690
2023
Q3 		$229K Sell
11,820
-1,015
-8% -$22.4K 0.01% 617
2023
Q2 		$298K Buy
12,835
+3,313
+35% +$71.7K 0.01% 540
2023
Q1 		$217K Buy
+9,522
New +$193K 0.01% 589

Other funds holding LEGH

VC
Voss Capital Houston, Texas $1.88B AUM 1.03% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
MRCM
Mill Road Capital Management Greenwich, Connecticut $191M AUM 56.95% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return

Ritholtz Wealth Management's LEGH Position: Q1 2024 in Review

Ritholtz Wealth Management sold out of Legacy Housing (LEGH) in Q1 2024, closing a stake of 8,345 shares — an estimated $210K sold.

Ritholtz Wealth Management first reported a position in LEGH in Q1 2023 and held it in 4 quarters. The position peaked at $298K in Q2 2023. 82 funds tracked by Wall St. Rank hold LEGH as of Q1 2024.

  • Ritholtz Wealth Management reported no remaining Legacy Housing position as of Q1 2024 after selling out during the quarter.
  • Ritholtz Wealth Management sold 8,345 Legacy Housing shares in Q1 2024, an estimated $210K.
  • Ritholtz Wealth Management first reported a position in Legacy Housing in Q1 2023 and held it in 4 quarters.
  • Ritholtz Wealth Management's Legacy Housing position peaked at $298K in Q2 2023.
  • 82 funds tracked by Wall St. Rank held Legacy Housing as of Q1 2024.

Based on Ritholtz Wealth Management's 13F filing for Q1 2024, filed 24 Apr 2024.