Riverwater Partners’s LGI Homes LGIH Stock Holding History

Riverwater Partners’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
2023 Q3	–	Sell	-1,596	Closed	-$215K	–	204
2023 Q2	$215K	Buy	+1,596	New	+$191K	0.19%	170

Other funds holding LGIH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Altshuler Shaham Tel Aviv, Israel $8.04B AUM 44.04% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

CDAM (UK) London, United Kingdom $387M AUM 4.05% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return

Riverwater Partners's LGIH Position: Q3 2023 in Review

Riverwater Partners sold out of LGI Homes (LGIH) in Q3 2023, closing a stake of 1,596 shares — an estimated $215K sold.

Riverwater Partners first reported a position in LGIH in Q2 2023 and held it in 1 quarter. The position peaked at $215K in Q2 2023. 240 funds tracked by Wall St. Rank hold LGIH as of Q3 2023.

Riverwater Partners reported no remaining LGI Homes position as of Q3 2023 after selling out during the quarter.
Riverwater Partners sold 1,596 LGI Homes shares in Q3 2023, an estimated $215K.
Riverwater Partners first reported a position in LGI Homes in Q2 2023 and held it in 1 quarter.
Riverwater Partners's LGI Homes position peaked at $215K in Q2 2023.
240 funds tracked by Wall St. Rank held LGI Homes as of Q3 2023.

Based on Riverwater Partners's 13F filing for Q3 2023, filed 18 Oct 2023.