CFA
LHCG

Carroll Financial Associates’s LHC Group LLC LHCG Stock Holding History

Carroll Financial Associates’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
Q4 		– Sell
-8
Closed -$1K – 2024
2021
Q3 		$1K Buy
+8
New +$1.5K ﹤0.01% 1749

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Invesco
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BCIM
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State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $4.36B AUM 17.81% 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 $178B AUM 37.23% 1-Year Est. Return

Carroll Financial Associates's LHCG Position: Q4 2021 in Review

Carroll Financial Associates sold out of LHC Group LLC (LHCG) in Q4 2021, closing a stake of 8 shares — an estimated $1K sold.

Carroll Financial Associates first reported a position in LHCG in Q3 2021 and held it in 1 quarter. The position peaked at $1K in Q3 2021. 295 funds tracked by Wall St. Rank hold LHCG as of Q4 2021.

  • Carroll Financial Associates reported no remaining LHC Group LLC position as of Q4 2021 after selling out during the quarter.
  • Carroll Financial Associates sold 8 LHC Group LLC shares in Q4 2021, an estimated $1K.
  • Carroll Financial Associates first reported a position in LHC Group LLC in Q3 2021 and held it in 1 quarter.
  • Carroll Financial Associates's LHC Group LLC position peaked at $1K in Q3 2021.
  • 295 funds tracked by Wall St. Rank held LHC Group LLC as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.