CA
LHCG

Clearstead Advisors’s LHC Group LLC LHCG Stock Holding History

Clearstead Advisors’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
-82
Closed -$13K – 1468
2021
Q3 		$13K Buy
+82
New +$15.4K ﹤0.01% 915

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
BCIM
British Columbia Investment Management Victoria, British Columbia, Canada $17B AUM 31.69% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $4.71B AUM 6.32% 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 $156B AUM 27.51% 1-Year Est. Return

Clearstead Advisors's LHCG Position: Q4 2021 in Review

Clearstead Advisors sold out of LHC Group LLC (LHCG) in Q4 2021, closing a stake of 82 shares — an estimated $13K sold.

Clearstead Advisors first reported a position in LHCG in Q3 2021 and held it in 1 quarter. The position peaked at $13K in Q3 2021. 295 funds tracked by Wall St. Rank hold LHCG as of Q4 2021.

  • Clearstead Advisors reported no remaining LHC Group LLC position as of Q4 2021 after selling out during the quarter.
  • Clearstead Advisors sold 82 LHC Group LLC shares in Q4 2021, an estimated $13K.
  • Clearstead Advisors first reported a position in LHC Group LLC in Q3 2021 and held it in 1 quarter.
  • Clearstead Advisors's LHC Group LLC position peaked at $13K in Q3 2021.
  • 295 funds tracked by Wall St. Rank held LHC Group LLC as of Q4 2021.

Based on Clearstead Advisors's 13F filing for Q4 2021, filed 14 Feb 2022.