AG
LHCG

Aperio Group’s LHC Group LLC LHCG Stock Holding History

Aperio Group’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
Q4 		$4.28M Buy
20,079
+1,447
+8% +$308K 0.01% 889
2020
Q3 		$3.96M Buy
18,632
+2,767
+17% +$546K 0.01% 815
2020
Q2 		$2.77M Sell
15,865
-1,058
-6% -$155K 0.01% 960
2020
Q1 		$2.37M Buy
16,923
+715
+4% +$99.6K 0.01% 952
2019
Q4 		$2.23M Buy
16,208
+1,394
+9% +$173K 0.01% 1043
2019
Q3 		$1.68M Buy
14,814
+93
+0.6% +$11.2K 0.01% 1131
2019
Q2 		$1.76M Buy
14,721
+1,765
+14% +$199K 0.01% 1125
2019
Q1 		$1.44M Buy
12,956
+1,056
+9% +$113K 0.01% 1189
2018
Q4 		$1.12M Buy
11,900
+1,733
+17% +$166K 0.01% 1250
2018
Q3 		$1.05M Buy
10,167
+820
+9% +$76.7K ﹤0.01% 1388
2018
Q2 		$800K Buy
9,347
+2,736
+41% +$209K ﹤0.01% 1512
2018
Q1 		$407K Buy
6,611
+33
+0.5% +$2.08K ﹤0.01% 1792
2017
Q4 		$403K Sell
6,578
-550
-8% -$36.4K ﹤0.01% 1811
2017
Q3 		$506K Buy
7,128
+196
+3% +$12.6K ﹤0.01% 1655
2017
Q2 		$471K Buy
6,932
+549
+9% +$32.8K ﹤0.01% 1687
2017
Q1 		$344K Sell
6,383
-406
-6% -$19.7K ﹤0.01% 1758
2016
Q4 		$310K Buy
+6,789
New +$276K ﹤0.01% 1779
2016
Q3 		– Sell
-4,774
Closed -$207K – 2084
2016
Q2 		$207K Buy
+4,774
New +$194K ﹤0.01% 1849
2016
Q1 		– Sell
-4,421
Closed -$200K – 2074
2015
Q4 		$200K Sell
4,421
-4,543
-51% -$208K ﹤0.01% 1824
2015
Q3 		$401K Sell
8,964
-191
-2% -$8.39K ﹤0.01% 1425
2015
Q2 		$350K Buy
9,155
+21
+0.2% +$742 ﹤0.01% 1536
2015
Q1 		$302K Buy
9,134
+1,510
+20% +$47.1K ﹤0.01% 1561
2014
Q4 		$238K Buy
+7,624
New +$192K ﹤0.01% 1644

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Aperio Group's LHCG Position: Q4 2020 in Review

Aperio Group increased its LHC Group LLC (LHCG) stake by 7.8% in Q4 2020, buying an estimated $308K and bringing the position to 20,079 shares worth $4.28M. The position accounts for 0.01% of the portfolio, ranked #889.

Aperio Group first reported a position in LHCG in Q4 2014 and has held it in 23 quarters since. 365 funds tracked by Wall St. Rank hold LHCG as of Q4 2020.

  • Aperio Group held 20,079 shares of LHC Group LLC worth $4.28M as of Q4 2020.
  • Aperio Group bought 1,447 LHC Group LLC shares in Q4 2020, an estimated $308K.
  • LHC Group LLC made up 0.01% of Aperio Group's portfolio in Q4 2020, its #889 holding.
  • Aperio Group first reported a position in LHC Group LLC in Q4 2014 and has held it in 23 quarters since.
  • 365 funds tracked by Wall St. Rank held LHC Group LLC as of Q4 2020.

Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.