BIA
LHCG

BMT Investment Advisors’s LHC Group LLC LHCG Stock Holding History

BMT Investment 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
2020
Q1 		$2.78M Hold
19,837
– – 1.75% 12
2019
Q4 		$2.73M Sell
19,837
-1,150
-5% -$143K 1.26% 34
2019
Q3 		$2.38M Hold
20,987
– – 1.22% 37
2019
Q2 		$2.51M Hold
20,987
– – 1.32% 29
2019
Q1 		$2.33M Sell
20,987
-4,200
-17% -$448K 1.27% 34
2018
Q4 		$2.37M Hold
25,187
– – 1.5% 14
2018
Q3 		$2.59M Hold
25,187
– – 1.49% 17
2018
Q2 		$2.16M Buy
+25,187
New +$1.92M 1.38% 23

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

BMT Investment Advisors's LHCG Position: Q1 2020 in Review

BMT Investment Advisors held its LHC Group LLC (LHCG) position steady in Q1 2020 at 19,837 shares worth $2.78M. The position accounts for 1.75% of the portfolio, ranked #12.

BMT Investment Advisors first reported a position in LHCG in Q2 2018 and has held it in 8 quarters since. 285 funds tracked by Wall St. Rank hold LHCG as of Q1 2020.

  • BMT Investment Advisors held 19,837 shares of LHC Group LLC worth $2.78M as of Q1 2020.
  • BMT Investment Advisors left its LHC Group LLC share count unchanged in Q1 2020.
  • LHC Group LLC made up 1.75% of BMT Investment Advisors's portfolio in Q1 2020, its #12 holding.
  • BMT Investment Advisors first reported a position in LHC Group LLC in Q2 2018 and has held it in 8 quarters since.
  • 285 funds tracked by Wall St. Rank held LHC Group LLC as of Q1 2020.

Based on BMT Investment Advisors's 13F filing for Q1 2020, filed 23 Apr 2020.