BCA
LHCG

Berman Capital Advisors’s LHC Group LLC LHCG Stock Holding History

Berman Capital Advisors’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
Q3 		$3K Sell
24
-7
-23% -$1.31K ﹤0.01% 1641
2021
Q2 		$6K Buy
+31
New +$6.22K ﹤0.01% 1321

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BCIM
British Columbia Investment Management Victoria, British Columbia, Canada $17B AUM 31.69% 1-Year Est. Return
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 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

Berman Capital Advisors's LHCG Position: Q3 2021 in Review

Berman Capital Advisors reduced its LHC Group LLC (LHCG) stake by 23% in Q3 2021, selling an estimated $1.31K and leaving 24 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #1641.

Berman Capital Advisors first reported a position in LHCG in Q2 2021 and has held it in 2 quarters since. The position peaked at $6K in Q2 2021. 331 funds tracked by Wall St. Rank hold LHCG as of Q3 2021.

  • Berman Capital Advisors held 24 shares of LHC Group LLC worth $3K as of Q3 2021.
  • Berman Capital Advisors sold 7 LHC Group LLC shares in Q3 2021, an estimated $1.31K.
  • LHC Group LLC made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1641 holding.
  • Berman Capital Advisors first reported a position in LHC Group LLC in Q2 2021 and has held it in 2 quarters since.
  • Berman Capital Advisors's LHC Group LLC position peaked at $6K in Q2 2021.
  • 331 funds tracked by Wall St. Rank held LHC Group LLC as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.