Capstone Investment Advisors
LHCG

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

Capstone 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
2022
Q4 		– Sell
-49,848
Closed -$8.16M – 1703
2022
Q3 		$8.16M Sell
49,848
-10,072
-17% -$1.63M 0.05% 272
2022
Q2 		$9.33M Buy
59,920
+30,171
+101% +$4.97M 0.05% 277
2022
Q1 		$5.02M Buy
+29,749
New +$3.98M 0.01% 702
2018
Q1 		– Sell
-6,487
Closed -$397K – 578
2017
Q4 		$397K Buy
+6,487
New +$429K 0.01% 309

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

Capstone Investment Advisors's LHCG Position: Q4 2022 in Review

Capstone Investment Advisors sold out of LHC Group LLC (LHCG) in Q4 2022, closing a stake of 49,848 shares — an estimated $8.16M sold.

Capstone Investment Advisors first reported a position in LHCG in Q4 2017 and held it in 4 quarters. The position peaked at $9.33M in Q2 2022. 313 funds tracked by Wall St. Rank hold LHCG as of Q4 2022.

  • Capstone Investment Advisors reported no remaining LHC Group LLC position as of Q4 2022 after selling out during the quarter.
  • Capstone Investment Advisors sold 49,848 LHC Group LLC shares in Q4 2022, an estimated $8.16M.
  • Capstone Investment Advisors first reported a position in LHC Group LLC in Q4 2017 and held it in 4 quarters.
  • Capstone Investment Advisors's LHC Group LLC position peaked at $9.33M in Q2 2022.
  • 313 funds tracked by Wall St. Rank held LHC Group LLC as of Q4 2022.

Based on Capstone Investment Advisors's 13F filing for Q4 2022, filed 10 Feb 2023.