CSWM
LHCG

Cassady Schiller Wealth Management’s LHC Group LLC LHCG Stock Holding History

Cassady Schiller Wealth Management’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
Q1 		– Sell
-2
Closed – – 647
2021
Q4 		$0 Buy
+2
New +$273 ﹤0.01% 662

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BCIM
British Columbia Investment Management Victoria, British Columbia, Canada $17B AUM 31.69% 1-Year Est. Return
VI
Versor Investments New York $40.8M AUM 93.59% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

Cassady Schiller Wealth Management's LHCG Position: Q1 2022 in Review

Cassady Schiller Wealth Management sold out of LHC Group LLC (LHCG) in Q1 2022, closing a stake of 2 shares.

Cassady Schiller Wealth Management first reported a position in LHCG in Q4 2021 and held it in 1 quarter. The position peaked at $0 in Q4 2021. 332 funds tracked by Wall St. Rank hold LHCG as of Q1 2022.

  • Cassady Schiller Wealth Management reported no remaining LHC Group LLC position as of Q1 2022 after selling out during the quarter.
  • Cassady Schiller Wealth Management sold 2 LHC Group LLC shares in Q1 2022.
  • Cassady Schiller Wealth Management first reported a position in LHC Group LLC in Q4 2021 and held it in 1 quarter.
  • Cassady Schiller Wealth Management's LHC Group LLC position peaked at $0 in Q4 2021.
  • 332 funds tracked by Wall St. Rank held LHC Group LLC as of Q1 2022.

Based on Cassady Schiller Wealth Management's 13F filing for Q1 2022, filed 12 May 2022.