CSPIA
LHCG

Cary Street Partners Investment Advisory’s LHC Group LLC LHCG Stock Holding History

Cary Street Partners Investment Advisory’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
Q4 		– Sell
-150
Closed -$32K – 924
2020
Q3 		$32K Buy
+150
New +$29.6K 0.01% 568

Other funds holding LHCG

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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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Cary Street Partners Investment Advisory's LHCG Position: Q4 2020 in Review

Cary Street Partners Investment Advisory sold out of LHC Group LLC (LHCG) in Q4 2020, closing a stake of 150 shares — an estimated $32K sold.

Cary Street Partners Investment Advisory first reported a position in LHCG in Q3 2020 and held it in 1 quarter. The position peaked at $32K in Q3 2020. 365 funds tracked by Wall St. Rank hold LHCG as of Q4 2020.

  • Cary Street Partners Investment Advisory reported no remaining LHC Group LLC position as of Q4 2020 after selling out during the quarter.
  • Cary Street Partners Investment Advisory sold 150 LHC Group LLC shares in Q4 2020, an estimated $32K.
  • Cary Street Partners Investment Advisory first reported a position in LHC Group LLC in Q3 2020 and held it in 1 quarter.
  • Cary Street Partners Investment Advisory's LHC Group LLC position peaked at $32K in Q3 2020.
  • 365 funds tracked by Wall St. Rank held LHC Group LLC as of Q4 2020.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2020, filed 12 Feb 2021.