Values First Advisors’s LGI Homes LGIH Stock Holding History

Values First 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 Q2	–	Sell	-26	Closed	-$3.01K	–	257
2023 Q1	$3.01K	Buy	+26	New	+$2.82K	﹤0.01%	271

Other funds holding LGIH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Altshuler Shaham Tel Aviv, Israel $8.04B AUM 44.04% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

CDAM (UK) London, United Kingdom $387M AUM 4.05% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return

Values First Advisors's LGIH Position: Q2 2023 in Review

Values First Advisors sold out of LGI Homes (LGIH) in Q2 2023, closing a stake of 26 shares — an estimated $3.01K sold.

Values First Advisors first reported a position in LGIH in Q1 2023 and held it in 1 quarter. The position peaked at $3.01K in Q1 2023. 224 funds tracked by Wall St. Rank hold LGIH as of Q2 2023.

Values First Advisors reported no remaining LGI Homes position as of Q2 2023 after selling out during the quarter.
Values First Advisors sold 26 LGI Homes shares in Q2 2023, an estimated $3.01K.
Values First Advisors first reported a position in LGI Homes in Q1 2023 and held it in 1 quarter.
Values First Advisors's LGI Homes position peaked at $3.01K in Q1 2023.
224 funds tracked by Wall St. Rank held LGI Homes as of Q2 2023.

Based on Values First Advisors's 13F filing for Q2 2023, filed 2 Aug 2023.