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Valeo Financial Advisors’s LGI Homes LGIH Stock Holding History

Valeo 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
2021
Q1 		– Sell
-94
Closed -$10K – 2114
2020
Q4 		$10K Buy
+94
New +$10.7K ﹤0.01% 1201
2018
Q2 		– Sell
-35
Closed -$2K – 1696
2018
Q1 		$2K Buy
+35
New +$2.37K ﹤0.01% 1335

Other funds holding LGIH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 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
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
CU
CDAM (UK) London, United Kingdom $387M AUM 4.05% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Valeo Financial Advisors's LGIH Position: Q1 2021 in Review

Valeo Financial Advisors sold out of LGI Homes (LGIH) in Q1 2021, closing a stake of 94 shares — an estimated $10K sold.

Valeo Financial Advisors first reported a position in LGIH in Q1 2018 and held it in 2 quarters. The position peaked at $10K in Q4 2020. 243 funds tracked by Wall St. Rank hold LGIH as of Q1 2021.

  • Valeo Financial Advisors reported no remaining LGI Homes position as of Q1 2021 after selling out during the quarter.
  • Valeo Financial Advisors sold 94 LGI Homes shares in Q1 2021, an estimated $10K.
  • Valeo Financial Advisors first reported a position in LGI Homes in Q1 2018 and held it in 2 quarters.
  • Valeo Financial Advisors's LGI Homes position peaked at $10K in Q4 2020.
  • 243 funds tracked by Wall St. Rank held LGI Homes as of Q1 2021.

Based on Valeo Financial Advisors's 13F filing for Q1 2021, filed 12 Apr 2021.