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USA Financial Formulas’s LGI Homes LGIH Stock Holding History

USA Financial Formulas’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
2019
Q4 		– Sell
-3,815
Closed -$318K – 274
2019
Q3 		$318K Buy
+3,815
New +$292K 0.12% 103
2018
Q1 		– Sell
-4,499
Closed -$338K – 360
2017
Q4 		$338K Buy
+4,499
New +$286K 0.08% 209

Other funds holding LGIH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $9.69B AUM 55.7% 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 $8.04B AUM 44.04% 1-Year Est. Return
EIP
Epoch Investment Partners New York $17.6B AUM 34.17% 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
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return

USA Financial Formulas's LGIH Position: Q4 2019 in Review

USA Financial Formulas sold out of LGI Homes (LGIH) in Q4 2019, closing a stake of 3,815 shares — an estimated $318K sold.

USA Financial Formulas first reported a position in LGIH in Q4 2017 and held it in 2 quarters. The position peaked at $338K in Q4 2017. 202 funds tracked by Wall St. Rank hold LGIH as of Q4 2019.

  • USA Financial Formulas reported no remaining LGI Homes position as of Q4 2019 after selling out during the quarter.
  • USA Financial Formulas sold 3,815 LGI Homes shares in Q4 2019, an estimated $318K.
  • USA Financial Formulas first reported a position in LGI Homes in Q4 2017 and held it in 2 quarters.
  • USA Financial Formulas's LGI Homes position peaked at $338K in Q4 2017.
  • 202 funds tracked by Wall St. Rank held LGI Homes as of Q4 2019.

Based on USA Financial Formulas's 13F filing for Q4 2019, filed 7 Feb 2020.