ADL
LHCG

Asset Dedication LLC’s LHC Group LLC LHCG Stock Holding History

Asset Dedication LLC’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
2021
Q1 		– Sell
-14
Closed -$3K – 805
2020
Q4 		$3K Hold
14
– – ﹤0.01% 691
2020
Q3 		$3K Buy
+14
New +$2.76K ﹤0.01% 662
2020
Q1 		– Sell
-14
Closed -$2K – 844
2019
Q4 		$2K Buy
+14
New +$1.74K ﹤0.01% 675

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Asset Dedication LLC's LHCG Position: Q1 2021 in Review

Asset Dedication LLC sold out of LHC Group LLC (LHCG) in Q1 2021, closing a stake of 14 shares — an estimated $3K sold.

Asset Dedication LLC first reported a position in LHCG in Q4 2019 and held it in 3 quarters. The position peaked at $3K in Q4 2020. 330 funds tracked by Wall St. Rank hold LHCG as of Q1 2021.

  • Asset Dedication LLC reported no remaining LHC Group LLC position as of Q1 2021 after selling out during the quarter.
  • Asset Dedication LLC sold 14 LHC Group LLC shares in Q1 2021, an estimated $3K.
  • Asset Dedication LLC first reported a position in LHC Group LLC in Q4 2019 and held it in 3 quarters.
  • Asset Dedication LLC's LHC Group LLC position peaked at $3K in Q4 2020.
  • 330 funds tracked by Wall St. Rank held LHC Group LLC as of Q1 2021.

Based on Asset Dedication LLC's 13F filing for Q1 2021, filed 3 May 2021.