Brandywine Oak Private Wealth’s LHC Group LLC LHCG Stock Holding History

Brandywine Oak Private Wealth’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 Q2	–	Sell	-2,162	Closed	-$364K	–	355
2022 Q1	$364K	Buy	2,162 +348	+19%	+$46.5K	0.04%	229
2021 Q4	$263K	Buy	+1,814	New	+$248K	0.03%	290
2021 Q3	–	Sell	-1,191	Closed	-$238K	–	354
2021 Q2	$238K	Buy	1,191 +6	+0.5%	+$1.2K	0.03%	299
2021 Q1	$226K	Buy	1,185 +147	+14%	+$29.4K	0.03%	255
2020 Q4	$221K	Sell	1,038 -74	-7%	-$15.8K	0.03%	252
2020 Q3	$236K	Sell	1,112 -42	-4%	-$8.29K	0.04%	229
2020 Q2	$201K	Buy	+1,154	New	+$169K	0.04%	247
2019 Q1	–	Sell	-1,470	Closed	-$139K	–	679
2018 Q4	$139K	Buy	+1,470	New	+$141K	0.03%	235

Other funds holding LHCG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

UOC

UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

AAM

Alpine Associates Management Palm Beach, Florida $1.7B AUM 97.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Versor Investments New York $40.8M AUM 93.59% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Brandywine Oak Private Wealth's LHCG Position: Q2 2022 in Review

Brandywine Oak Private Wealth sold out of LHC Group LLC (LHCG) in Q2 2022, closing a stake of 2,162 shares — an estimated $364K sold.

Brandywine Oak Private Wealth first reported a position in LHCG in Q4 2018 and held it in 8 quarters. The position peaked at $364K in Q1 2022. 316 funds tracked by Wall St. Rank hold LHCG as of Q2 2022.

Brandywine Oak Private Wealth reported no remaining LHC Group LLC position as of Q2 2022 after selling out during the quarter.
Brandywine Oak Private Wealth sold 2,162 LHC Group LLC shares in Q2 2022, an estimated $364K.
Brandywine Oak Private Wealth first reported a position in LHC Group LLC in Q4 2018 and held it in 8 quarters.
Brandywine Oak Private Wealth's LHC Group LLC position peaked at $364K in Q1 2022.
316 funds tracked by Wall St. Rank held LHC Group LLC as of Q2 2022.

Based on Brandywine Oak Private Wealth's 13F filing for Q2 2022, filed 22 Jul 2022.