Sutton Wealth Advisors’s LGI Homes LGIH Stock Holding History

Sutton Wealth Advisors’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 Q1	–	Sell	-436	Closed	-$40.4K	–	1217
2022 Q4	$40.4K	Hold	436	–	–	0.02%	450
2022 Q3	$35.5K	Buy	436 +6	+1%	+$588	0.01%	470
2022 Q2	$37.4K	Sell	430 -10	-2%	-$927	0.01%	460
2022 Q1	$43K	Buy	440 +5	+1%	+$617	0.01%	450
2021 Q4	$67.2K	Buy	435 +5	+1%	+$732	0.02%	339
2021 Q3	$61K	Hold	430	–	–	0.02%	350
2021 Q2	$69.6K	Hold	430	–	–	0.03%	318
2021 Q1	$64.2K	Hold	430	–	–	0.03%	327
2020 Q4	$45.5K	Hold	430	–	–	0.02%	382
2020 Q3	$50K	Hold	430	–	–	0.02%	306
2020 Q2	$37.9K	Buy	430 +158	+58%	+$11.1K	0.02%	369
2020 Q1	$12.3K	Hold	272	–	–	0.01%	603
2019 Q4	$19.2K	Hold	272	–	–	0.01%	614
2019 Q3	$22.7K	Hold	272	–	–	0.01%	541
2019 Q2	$19.4K	Hold	272	–	–	0.01%	590
2019 Q1	$16.4K	Hold	272	–	–	0.01%	646
2018 Q4	$12.3K	Hold	272	–	–	0.01%	684
2018 Q3	$12.9K	Hold	272	–	–	0.01%	738
2018 Q2	$15.7K	Hold	272	–	–	0.01%	685
2018 Q1	$19.2K	Hold	272	–	–	0.01%	583
2017 Q4	$20.4K	Hold	272	–	–	0.01%	552
2017 Q3	$13.2K	Buy	+272	New	+$12.1K	0.01%	690

Other funds holding LGIH

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Altshuler Shaham Tel Aviv, Israel $5.43B AUM 44.68% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

CDAM (UK) London, United Kingdom $451M AUM 6.84% 1-Year Est. Return

Ampfield Management New York $80.8M AUM 28.93% 1-Year Est. Return