Creative Planning’s LHC Group LLC LHCG Stock Holding History

Creative Planning’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	-4,518	Closed	-$964K	–	2771
2020 Q4	$964K	Sell	4,518 -1,782	-28%	-$379K	﹤0.01%	974
2020 Q3	$1.34M	Buy	6,300 +34	+0.5%	+$6.71K	﹤0.01%	700
2020 Q2	$1.09M	Sell	6,266 -580	-8%	-$85.1K	﹤0.01%	717
2020 Q1	$960K	Sell	6,846 -3,120	-31%	-$435K	﹤0.01%	669
2019 Q4	$1.37M	Sell	9,966 -1,770	-15%	-$220K	﹤0.01%	655
2019 Q3	$1.33M	Buy	11,736 +5,831	+99%	+$703K	﹤0.01%	642
2019 Q2	$706K	Buy	+5,905	New	+$666K	﹤0.01%	904
2017 Q2	–	Sell	-1	Closed	–	–	4906
2017 Q1	$0	Buy	+1	New	+$49	﹤0.01%	4980
2015 Q2	–	Sell	-250	Closed	-$8K	–	3264
2015 Q1	$8K	Buy	250 +100	+67%	+$3.12K	﹤0.01%	3349
2014 Q4	$5K	Buy	+150	New	+$3.79K	﹤0.01%	3524

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

Creative Planning's LHCG Position: Q1 2021 in Review

Creative Planning sold out of LHC Group LLC (LHCG) in Q1 2021, closing a stake of 4,518 shares — an estimated $964K sold.

Creative Planning first reported a position in LHCG in Q4 2014 and held it in 10 quarters. The position peaked at $1.37M in Q4 2019. 330 funds tracked by Wall St. Rank hold LHCG as of Q1 2021.

Creative Planning reported no remaining LHC Group LLC position as of Q1 2021 after selling out during the quarter.
Creative Planning sold 4,518 LHC Group LLC shares in Q1 2021, an estimated $964K.
Creative Planning first reported a position in LHC Group LLC in Q4 2014 and held it in 10 quarters.
Creative Planning's LHC Group LLC position peaked at $1.37M in Q4 2019.
330 funds tracked by Wall St. Rank held LHC Group LLC as of Q1 2021.

Based on Creative Planning's 13F filing for Q1 2021, filed 30 Apr 2021.