Steward Financial Group’s LGI Homes LGIH Stock Holding History

Steward Financial Group’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 Q3	$2K	Buy	+24	New	+$2.98K	﹤0.01%	1007
2023 Q2	–	Sell	-24	Closed	-$2K	–	760
2023 Q1	$2K	Buy	24 +20	+500%	+$2.17K	﹤0.01%	502
2022 Q4	$0	Buy	+4	New	+$366	﹤0.01%	690
2022 Q3	–	Sell	-4	Closed	–	–	761
2022 Q2	$0	Buy	+4	New	+$371	﹤0.01%	1186

Other funds holding LGIH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Altshuler Shaham Tel Aviv, Israel $8.04B AUM 44.04% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

CDAM (UK) London, United Kingdom $387M AUM 4.05% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return

Steward Financial Group's LGIH Position: Q3 2023 in Review

Steward Financial Group opened a new position in LGI Homes (LGIH) in Q3 2023: 24 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #1007 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in LGIH as recently as Q1 2023.

Steward Financial Group first reported a position in LGIH in Q2 2022 and has held it in 4 quarters since. 240 funds tracked by Wall St. Rank hold LGIH as of Q3 2023.

Steward Financial Group held 24 shares of LGI Homes worth $2K as of Q3 2023.
LGI Homes was a new Steward Financial Group position in Q3 2023.
LGI Homes made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #1007 holding.
Steward Financial Group first reported a position in LGI Homes in Q2 2022 and has held it in 4 quarters since.
240 funds tracked by Wall St. Rank held LGI Homes as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.