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Sendero Wealth Management’s LGI Homes LGIH Stock Holding History

Sendero Wealth Management’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
Q4 		– Sell
-2,891
Closed -$288K – 154
2023
Q3 		$288K Buy
2,891
+470
+19% +$58.3K 0.06% 137
2023
Q2 		$327K Buy
2,421
+363
+18% +$43.5K 0.07% 130
2023
Q1 		$235K Buy
+2,058
New +$223K 0.07% 94

Other funds holding LGIH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
CU
CDAM (UK) London, United Kingdom $387M AUM 4.05% 1-Year Est. Return
AM
Ampfield Management New York $100M AUM 19.77% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return

Sendero Wealth Management's LGIH Position: Q4 2023 in Review

Sendero Wealth Management sold out of LGI Homes (LGIH) in Q4 2023, closing a stake of 2,891 shares — an estimated $288K sold.

Sendero Wealth Management first reported a position in LGIH in Q1 2023 and held it in 3 quarters. The position peaked at $327K in Q2 2023. 248 funds tracked by Wall St. Rank hold LGIH as of Q4 2023.

  • Sendero Wealth Management reported no remaining LGI Homes position as of Q4 2023 after selling out during the quarter.
  • Sendero Wealth Management sold 2,891 LGI Homes shares in Q4 2023, an estimated $288K.
  • Sendero Wealth Management first reported a position in LGI Homes in Q1 2023 and held it in 3 quarters.
  • Sendero Wealth Management's LGI Homes position peaked at $327K in Q2 2023.
  • 248 funds tracked by Wall St. Rank held LGI Homes as of Q4 2023.

Based on Sendero Wealth Management's 13F filing for Q4 2023, filed 17 Jan 2024.