Bank Julius Baer & Co
LHCG

Bank Julius Baer & Co’s LHC Group LLC LHCG Stock Holding History

Bank Julius Baer & Co’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
Q4 		– Sell
-35
Closed -$5K – 915
2021
Q3 		$5K Buy
+35
New +$6.57K ﹤0.01% 793

Other funds holding LHCG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BCIM
British Columbia Investment Management Victoria, British Columbia, Canada $17B AUM 31.69% 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
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Bank Julius Baer & Co's LHCG Position: Q4 2021 in Review

Bank Julius Baer & Co sold out of LHC Group LLC (LHCG) in Q4 2021, closing a stake of 35 shares — an estimated $5K sold.

Bank Julius Baer & Co first reported a position in LHCG in Q3 2021 and held it in 1 quarter. The position peaked at $5K in Q3 2021. 295 funds tracked by Wall St. Rank hold LHCG as of Q4 2021.

  • Bank Julius Baer & Co reported no remaining LHC Group LLC position as of Q4 2021 after selling out during the quarter.
  • Bank Julius Baer & Co sold 35 LHC Group LLC shares in Q4 2021, an estimated $5K.
  • Bank Julius Baer & Co first reported a position in LHC Group LLC in Q3 2021 and held it in 1 quarter.
  • Bank Julius Baer & Co's LHC Group LLC position peaked at $5K in Q3 2021.
  • 295 funds tracked by Wall St. Rank held LHC Group LLC as of Q4 2021.

Based on Bank Julius Baer & Co's 13F filing for Q4 2021, filed 15 Feb 2022.