SSWM
LGIH icon

Sheets Smith Wealth Management’s LGI Homes LGIH Stock Holding History

Sheets Smith 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
2019
Q4 		– Sell
-7,720
Closed -$643K – 322
2019
Q3 		$643K Buy
7,720
+78
+1% +$5.96K 0.13% 165
2019
Q2 		$546K Buy
+7,642
New +$530K 0.11% 193
2018
Q1 		– Sell
-20,481
Closed -$1.54M – 328
2017
Q4 		$1.54M Buy
20,481
+325
+2% +$20.6K 0.36% 77
2017
Q3 		$979K Buy
20,156
+8,663
+75% +$385K 0.25% 112
2017
Q2 		$462K Buy
+11,493
New +$386K 0.12% 177
2016
Q4 		– Sell
-29,916
Closed -$1.1M – 288
2016
Q3 		$1.1M Sell
29,916
-1,311
-4% -$46.2K 0.31% 85
2016
Q2 		$997K Buy
+31,227
New +$865K 0.29% 98

Other funds holding LGIH

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AS
Altshuler Shaham Tel Aviv, Israel $5.43B AUM 44.68% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return