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 $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $9.69B AUM 55.7% 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 $8.04B AUM 44.04% 1-Year Est. Return
EIP
Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return

Sheets Smith Wealth Management's LGIH Position: Q4 2019 in Review

Sheets Smith Wealth Management sold out of LGI Homes (LGIH) in Q4 2019, closing a stake of 7,720 shares — an estimated $643K sold.

Sheets Smith Wealth Management first reported a position in LGIH in Q2 2016 and held it in 7 quarters. The position peaked at $1.54M in Q4 2017. 202 funds tracked by Wall St. Rank hold LGIH as of Q4 2019.

  • Sheets Smith Wealth Management reported no remaining LGI Homes position as of Q4 2019 after selling out during the quarter.
  • Sheets Smith Wealth Management sold 7,720 LGI Homes shares in Q4 2019, an estimated $643K.
  • Sheets Smith Wealth Management first reported a position in LGI Homes in Q2 2016 and held it in 7 quarters.
  • Sheets Smith Wealth Management's LGI Homes position peaked at $1.54M in Q4 2017.
  • 202 funds tracked by Wall St. Rank held LGI Homes as of Q4 2019.

Based on Sheets Smith Wealth Management's 13F filing for Q4 2019, filed 24 Jan 2020.