BFIM
LHCG

Beese Fulmer Investment Management’s LHC Group LLC LHCG Stock Holding History

Beese Fulmer Investment 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
2020
Q3 		– Sell
-115
Closed -$20K – 575
2020
Q2 		$20K Buy
+115
New +$16.9K ﹤0.01% 414

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

Beese Fulmer Investment Management's LHCG Position: Q3 2020 in Review

Beese Fulmer Investment Management sold out of LHC Group LLC (LHCG) in Q3 2020, closing a stake of 115 shares — an estimated $20K sold.

Beese Fulmer Investment Management first reported a position in LHCG in Q2 2020 and held it in 1 quarter. The position peaked at $20K in Q2 2020. 338 funds tracked by Wall St. Rank hold LHCG as of Q3 2020.

  • Beese Fulmer Investment Management reported no remaining LHC Group LLC position as of Q3 2020 after selling out during the quarter.
  • Beese Fulmer Investment Management sold 115 LHC Group LLC shares in Q3 2020, an estimated $20K.
  • Beese Fulmer Investment Management first reported a position in LHC Group LLC in Q2 2020 and held it in 1 quarter.
  • Beese Fulmer Investment Management's LHC Group LLC position peaked at $20K in Q2 2020.
  • 338 funds tracked by Wall St. Rank held LHC Group LLC as of Q3 2020.

Based on Beese Fulmer Investment Management's 13F filing for Q3 2020, filed 8 Oct 2020.