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Sowell Financial Services’s LGI Homes LGIH Stock Holding History

Sowell Financial Services’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
2021
Q2 		– Sell
-541
Closed -$95K – 1749
2021
Q1 		$95K Buy
+541
New +$65K ﹤0.01% 1387
2020
Q1 		– Sell
-15
Closed -$1K – 2577
2019
Q4 		$1K Buy
+15
New +$1.14K ﹤0.01% 2369
2017
Q3 		– Sell
-20,713
Closed -$1M – 276
2017
Q2 		$1M Buy
+20,713
New +$695K 0.29% 78

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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
AS
Altshuler Shaham Tel Aviv, Israel $8.04B AUM 44.04% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
CU
CDAM (UK) London, United Kingdom $387M AUM 4.05% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Sowell Financial Services's LGIH Position: Q2 2021 in Review

Sowell Financial Services sold out of LGI Homes (LGIH) in Q2 2021, closing a stake of 541 shares — an estimated $95K sold.

Sowell Financial Services first reported a position in LGIH in Q2 2017 and held it in 3 quarters. The position peaked at $1M in Q2 2017. 254 funds tracked by Wall St. Rank hold LGIH as of Q2 2021.

  • Sowell Financial Services reported no remaining LGI Homes position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 541 LGI Homes shares in Q2 2021, an estimated $95K.
  • Sowell Financial Services first reported a position in LGI Homes in Q2 2017 and held it in 3 quarters.
  • Sowell Financial Services's LGI Homes position peaked at $1M in Q2 2017.
  • 254 funds tracked by Wall St. Rank held LGI Homes as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.