Sageworth Trust’s LGI Homes LGIH Stock Holding History

Sageworth Trust’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	-25	Closed	-$4K	–	591
2021 Q4	$4K	Sell	25 -85	-77%	-$12.4K	﹤0.01%	451
2021 Q3	$16K	Hold	110	–	–	﹤0.01%	420
2021 Q2	$18K	Buy	+110	New	+$18.2K	﹤0.01%	422

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

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

DGI

Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return

FMI

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

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

Sageworth Trust's LGIH Position: Q1 2022 in Review

Sageworth Trust sold out of LGI Homes (LGIH) in Q1 2022, closing a stake of 25 shares — an estimated $4K sold.

Sageworth Trust first reported a position in LGIH in Q2 2021 and held it in 3 quarters. The position peaked at $18K in Q2 2021. 238 funds tracked by Wall St. Rank hold LGIH as of Q1 2022.

Sageworth Trust reported no remaining LGI Homes position as of Q1 2022 after selling out during the quarter.
Sageworth Trust sold 25 LGI Homes shares in Q1 2022, an estimated $4K.
Sageworth Trust first reported a position in LGI Homes in Q2 2021 and held it in 3 quarters.
Sageworth Trust's LGI Homes position peaked at $18K in Q2 2021.
238 funds tracked by Wall St. Rank held LGI Homes as of Q1 2022.

Based on Sageworth Trust's 13F filing for Q1 2022, filed 6 May 2022.