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Shell Asset Management’s Legacy Housing LEGH Stock Holding History

Shell Asset Management’s Portfolio LEGH Stock Details LEGH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-71,653
Closed -$1.62M – 1219
2025
Q2 		$1.62M Sell
71,653
-2,590
-3% -$60.6K 0.06% 303
2025
Q1 		$1.87M Sell
74,243
-3,192
-4% -$81.1K 0.09% 207
2024
Q4 		$1.91M Hold
77,435
– – 0.08% 212
2024
Q3 		$2.12M Buy
+77,435
New +$2.03M 0.09% 197
2024
Q1 		$1.8M Buy
+78,610
New +$1.89M 0.08% 211

Other funds holding LEGH

VC
Voss Capital Houston, Texas $1.88B AUM 1.03% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Shell Asset Management's LEGH Position: Q3 2025 in Review

Shell Asset Management sold out of Legacy Housing (LEGH) in Q3 2025, closing a stake of 71,653 shares — an estimated $1.62M sold.

Shell Asset Management first reported a position in LEGH in Q1 2024 and held it in 5 quarters. The position peaked at $2.12M in Q3 2024. 116 funds tracked by Wall St. Rank hold LEGH as of Q3 2025.

  • Shell Asset Management reported no remaining Legacy Housing position as of Q3 2025 after selling out during the quarter.
  • Shell Asset Management sold 71,653 Legacy Housing shares in Q3 2025, an estimated $1.62M.
  • Shell Asset Management first reported a position in Legacy Housing in Q1 2024 and held it in 5 quarters.
  • Shell Asset Management's Legacy Housing position peaked at $2.12M in Q3 2024.
  • 116 funds tracked by Wall St. Rank held Legacy Housing as of Q3 2025.

Based on Shell Asset Management's 13F filing for Q3 2025, filed 7 Nov 2025.