AR
LHCG

Advisory Research’s LHC Group LLC LHCG Stock Holding History

Advisory Research’s Portfolio LHCG Stock Details LHCG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-4,823
Closed -$841K – 350
2020
Q2 		$841K Sell
4,823
-1,436
-23% -$211K 0.07% 188
2020
Q1 		$878K Sell
6,259
-2,173
-26% -$303K 0.06% 141
2019
Q4 		$1.16M Sell
8,432
-2,530
-23% -$315K 0.05% 172
2019
Q3 		$1.25M Sell
10,962
-11,042
-50% -$1.33M 0.06% 168
2019
Q2 		$2.63M Buy
22,004
+972
+5% +$110K 0.05% 164
2019
Q1 		$2.33M Sell
21,032
-3,505
-14% -$374K 0.05% 167
2018
Q4 		$2.3M Buy
24,537
+3,596
+17% +$344K 0.05% 174
2018
Q3 		$2.16M Buy
+20,941
New +$1.96M 0.04% 189

Other funds holding LHCG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Advisory Research's LHCG Position: Q3 2020 in Review

Advisory Research sold out of LHC Group LLC (LHCG) in Q3 2020, closing a stake of 4,823 shares — an estimated $841K sold.

Advisory Research first reported a position in LHCG in Q3 2018 and held it in 8 quarters. The position peaked at $2.63M in Q2 2019. 338 funds tracked by Wall St. Rank hold LHCG as of Q3 2020.

  • Advisory Research reported no remaining LHC Group LLC position as of Q3 2020 after selling out during the quarter.
  • Advisory Research sold 4,823 LHC Group LLC shares in Q3 2020, an estimated $841K.
  • Advisory Research first reported a position in LHC Group LLC in Q3 2018 and held it in 8 quarters.
  • Advisory Research's LHC Group LLC position peaked at $2.63M in Q2 2019.
  • 338 funds tracked by Wall St. Rank held LHC Group LLC as of Q3 2020.

Based on Advisory Research's 13F filing for Q3 2020, filed 12 Nov 2020.