Concord Wealth Partners’s LHC Group LLC LHCG Stock Holding History

Concord Wealth Partners’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 Q1	–	Sell	-8	Closed	-$2K	–	1082
2020 Q4	$2K	Buy	+8	New	+$1.7K	﹤0.01%	582

Other funds holding LHCG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Concord Wealth Partners's LHCG Position: Q1 2021 in Review

Concord Wealth Partners sold out of LHC Group LLC (LHCG) in Q1 2021, closing a stake of 8 shares — an estimated $2K sold.

Concord Wealth Partners first reported a position in LHCG in Q4 2020 and held it in 1 quarter. The position peaked at $2K in Q4 2020. 330 funds tracked by Wall St. Rank hold LHCG as of Q1 2021.

Concord Wealth Partners reported no remaining LHC Group LLC position as of Q1 2021 after selling out during the quarter.
Concord Wealth Partners sold 8 LHC Group LLC shares in Q1 2021, an estimated $2K.
Concord Wealth Partners first reported a position in LHC Group LLC in Q4 2020 and held it in 1 quarter.
Concord Wealth Partners's LHC Group LLC position peaked at $2K in Q4 2020.
330 funds tracked by Wall St. Rank held LHC Group LLC as of Q1 2021.

Based on Concord Wealth Partners's 13F filing for Q1 2021, filed 13 May 2021.