UMB Bank’s LGI Homes LGIH Stock Holding History

UMB Bank’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
2026 Q1	$1.34K	Sell	34 -265	-89%	-$12.9K	﹤0.01%	2200
2025 Q4	$12.8K	Sell	299 -23	-7%	-$1.08K	﹤0.01%	1723
2025 Q3	$16.6K	Buy	322 +51	+19%	+$2.97K	﹤0.01%	1508
2025 Q2	$14K	Buy	271 +123	+83%	+$6.73K	﹤0.01%	1491
2025 Q1	$9.84K	Sell	148 -45	-23%	-$3.63K	﹤0.01%	1555
2024 Q4	$17.3K	Buy	193 +20	+12%	+$2.1K	﹤0.01%	1314
2024 Q3	$20.5K	Sell	173 -18	-9%	-$1.9K	﹤0.01%	1222
2024 Q2	$17.1K	Buy	191 +97	+103%	+$9.37K	﹤0.01%	1129
2024 Q1	$10.9K	Buy	94 +8	+9%	+$944	﹤0.01%	1260
2023 Q4	$11.5K	Sell	86 -164	-66%	-$18.2K	﹤0.01%	1254
2023 Q3	$24.9K	Sell	250 -3	-1%	-$372	﹤0.01%	1016
2023 Q2	$34.1K	Hold	253	–	–	﹤0.01%	941
2023 Q1	$28.9K	Sell	253 -2	-0.8%	-$217	﹤0.01%	977
2022 Q4	$24K	Hold	255	–	–	﹤0.01%	1052
2022 Q3	$21K	Buy	255 +6	+2%	+$588	﹤0.01%	1094
2022 Q2	$22K	Buy	249 +41	+20%	+$3.8K	﹤0.01%	1137
2022 Q1	$20K	Sell	208 -22	-10%	-$2.72K	﹤0.01%	1255
2021 Q4	$36K	Buy	+230	New	+$33.7K	﹤0.01%	1090

Other funds holding LGIH

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

Dimensional Fund Advisors

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

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

River Road Asset Management Louisville, Kentucky $8.82B AUM 7.52% 1-Year Est. Return

Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return