CI
LHCG

Cavalier Investments’s LHC Group LLC LHCG Stock Holding History

Cavalier Investments’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
Q2 		– Sell
-2,300
Closed -$322K – 140
2020
Q1 		$322K Hold
2,300
– – 0.19% 80
2019
Q4 		$317K Hold
2,300
– – 0.14% 115
2019
Q3 		$261K Hold
2,300
– – 0.11% 111
2019
Q2 		$275K Buy
+2,300
New +$259K 0.12% 95

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Cavalier Investments's LHCG Position: Q2 2020 in Review

Cavalier Investments sold out of LHC Group LLC (LHCG) in Q2 2020, closing a stake of 2,300 shares — an estimated $322K sold.

Cavalier Investments first reported a position in LHCG in Q2 2019 and held it in 4 quarters. The position peaked at $322K in Q1 2020. 303 funds tracked by Wall St. Rank hold LHCG as of Q2 2020.

  • Cavalier Investments reported no remaining LHC Group LLC position as of Q2 2020 after selling out during the quarter.
  • Cavalier Investments sold 2,300 LHC Group LLC shares in Q2 2020, an estimated $322K.
  • Cavalier Investments first reported a position in LHC Group LLC in Q2 2019 and held it in 4 quarters.
  • Cavalier Investments's LHC Group LLC position peaked at $322K in Q1 2020.
  • 303 funds tracked by Wall St. Rank held LHC Group LLC as of Q2 2020.

Based on Cavalier Investments's 13F filing for Q2 2020, filed 10 Aug 2020.