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United Capital Financial Advisors’s LGI Homes LGIH Stock Holding History

United Capital Financial 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
2020
Q2 		– Sell
-9,155
Closed -$413K – 1223
2020
Q1 		$413K Buy
+9,155
New +$680K ﹤0.01% 883

Other funds holding LGIH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AS
Altshuler Shaham Tel Aviv, Israel $5.54B AUM 44.68% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

United Capital Financial Advisors's LGIH Position: Q2 2020 in Review

United Capital Financial Advisors sold out of LGI Homes (LGIH) in Q2 2020, closing a stake of 9,155 shares — an estimated $413K sold.

United Capital Financial Advisors first reported a position in LGIH in Q1 2020 and held it in 1 quarter. The position peaked at $413K in Q1 2020. 220 funds tracked by Wall St. Rank hold LGIH as of Q2 2020.

  • United Capital Financial Advisors reported no remaining LGI Homes position as of Q2 2020 after selling out during the quarter.
  • United Capital Financial Advisors sold 9,155 LGI Homes shares in Q2 2020, an estimated $413K.
  • United Capital Financial Advisors first reported a position in LGI Homes in Q1 2020 and held it in 1 quarter.
  • United Capital Financial Advisors's LGI Homes position peaked at $413K in Q1 2020.
  • 220 funds tracked by Wall St. Rank held LGI Homes as of Q2 2020.

Based on United Capital Financial Advisors's 13F filing for Q2 2020, filed 13 Aug 2020.