BCWM
LHCG

Bartlett & Co Wealth Management’s LHC Group LLC LHCG Stock Holding History

Bartlett & Co Wealth Management’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
2022
Q4 		– Sell
-25
Closed -$4.09K – 1203
2022
Q3 		$4.09K Sell
25
-39
-61% -$6.33K ﹤0.01% 960
2022
Q2 		$9.97K Buy
+64
New +$10.5K ﹤0.01% 865
2021
Q1 		– Sell
-12
Closed -$2.56K – 1212
2020
Q4 		$2.56K Buy
+12
New +$2.56K ﹤0.01% 883

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
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
AAM
Alpine Associates Management Palm Beach, Florida $1.7B AUM 97.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
WCMNY
Westchester Capital Management (New York) Valhalla, New York $2.21B AUM 26.02% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bartlett & Co Wealth Management's LHCG Position: Q4 2022 in Review

Bartlett & Co Wealth Management sold out of LHC Group LLC (LHCG) in Q4 2022, closing a stake of 25 shares — an estimated $4.09K sold.

Bartlett & Co Wealth Management first reported a position in LHCG in Q4 2020 and held it in 3 quarters. The position peaked at $9.97K in Q2 2022. 313 funds tracked by Wall St. Rank hold LHCG as of Q4 2022.

  • Bartlett & Co Wealth Management reported no remaining LHC Group LLC position as of Q4 2022 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 25 LHC Group LLC shares in Q4 2022, an estimated $4.09K.
  • Bartlett & Co Wealth Management first reported a position in LHC Group LLC in Q4 2020 and held it in 3 quarters.
  • Bartlett & Co Wealth Management's LHC Group LLC position peaked at $9.97K in Q2 2022.
  • 313 funds tracked by Wall St. Rank held LHC Group LLC as of Q4 2022.

Based on Bartlett & Co Wealth Management's 13F filing for Q4 2022, filed 14 Feb 2024.