CAPTRUST Financial Advisors
LHCG

CAPTRUST Financial Advisors’s LHC Group LLC LHCG Stock Holding History

CAPTRUST Financial 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
2023
Q1 		– Sell
-4,867
Closed -$787K – 2412
2022
Q4 		$787K Sell
4,867
-327
-6% -$54K ﹤0.01% 1100
2022
Q3 		$850K Sell
5,194
-27,573
-84% -$4.47M ﹤0.01% 994
2022
Q2 		$5.1M Buy
32,767
+82
+0.3% +$13.5K 0.03% 367
2022
Q1 		$5.51M Buy
32,685
+28,574
+695% +$3.82M 0.04% 354
2021
Q4 		$564K Buy
4,111
+278
+7% +$38K ﹤0.01% 1059
2021
Q3 		$601K Sell
3,833
-113
-3% -$21.2K 0.01% 952
2021
Q2 		$790K Buy
3,946
+30
+0.8% +$6.02K 0.01% 813
2021
Q1 		$749K Buy
3,916
+781
+25% +$156K 0.01% 802
2020
Q4 		$669K Sell
3,135
-20
-0.6% -$4.26K 0.01% 740
2020
Q3 		$675K Sell
3,155
-70
-2% -$13.8K 0.01% 625
2020
Q2 		$572K Sell
3,225
-275
-8% -$40.4K 0.01% 673
2020
Q1 		$449K Sell
3,500
-275
-7% -$38.3K 0.01% 615
2019
Q4 		$515K Buy
+3,775
New +$470K 0.01% 682
2018
Q1 		– Sell
-114
Closed -$7K – 1398
2017
Q4 		$7K Buy
+114
New +$7.54K ﹤0.01% 1085

Other funds holding LHCG

LIC
Laurus Investment Counsel Toronto, Canada $102M AUM 0% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

CAPTRUST Financial Advisors's LHCG Position: Q1 2023 in Review

CAPTRUST Financial Advisors sold out of LHC Group LLC (LHCG) in Q1 2023, closing a stake of 4,867 shares — an estimated $787K sold.

CAPTRUST Financial Advisors first reported a position in LHCG in Q4 2017 and held it in 14 quarters. The position peaked at $5.51M in Q1 2022. 2 funds tracked by Wall St. Rank hold LHCG as of Q1 2023.

  • CAPTRUST Financial Advisors reported no remaining LHC Group LLC position as of Q1 2023 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 4,867 LHC Group LLC shares in Q1 2023, an estimated $787K.
  • CAPTRUST Financial Advisors first reported a position in LHC Group LLC in Q4 2017 and held it in 14 quarters.
  • CAPTRUST Financial Advisors's LHC Group LLC position peaked at $5.51M in Q1 2022.
  • 2 funds tracked by Wall St. Rank held LHC Group LLC as of Q1 2023.

Based on CAPTRUST Financial Advisors's 13F filing for Q1 2023, filed 15 May 2023.