CYG
LHCG

Clean Yield Group’s LHC Group LLC LHCG Stock Holding History

Clean Yield Group’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
Q4 		– Sell
-12
Closed -$2K – 498
2022
Q3 		$2K Buy
+12
New +$1.95K ﹤0.01% 419
2020
Q2 		– Sell
-44
Closed -$6K – 398
2020
Q1 		$6K Buy
+44
New +$6.13K ﹤0.01% 339
2019
Q2 		– Sell
-40
Closed -$4K – 365
2019
Q1 		$4K Buy
+40
New +$4.27K ﹤0.01% 287

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
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
AAM
Alpine Associates Management Palm Beach, Florida $1.7B AUM 97.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
WCMNY
Westchester Capital Management (New York) Valhalla, New York $2.21B AUM 26.02% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Clean Yield Group's LHCG Position: Q4 2022 in Review

Clean Yield Group sold out of LHC Group LLC (LHCG) in Q4 2022, closing a stake of 12 shares — an estimated $2K sold.

Clean Yield Group first reported a position in LHCG in Q1 2019 and held it in 3 quarters. The position peaked at $6K in Q1 2020. 313 funds tracked by Wall St. Rank hold LHCG as of Q4 2022.

  • Clean Yield Group reported no remaining LHC Group LLC position as of Q4 2022 after selling out during the quarter.
  • Clean Yield Group sold 12 LHC Group LLC shares in Q4 2022, an estimated $2K.
  • Clean Yield Group first reported a position in LHC Group LLC in Q1 2019 and held it in 3 quarters.
  • Clean Yield Group's LHC Group LLC position peaked at $6K in Q1 2020.
  • 313 funds tracked by Wall St. Rank held LHC Group LLC as of Q4 2022.

Based on Clean Yield Group's 13F filing for Q4 2022, filed 31 Jan 2023.