DT
LHCG

Diversified Trust’s LHC Group LLC LHCG Stock Holding History

Diversified Trust’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
-2,285
Closed -$359K – 922
2021
Q3 		$359K Sell
2,285
-1,312
-36% -$246K 0.01% 519
2021
Q2 		$720K Sell
3,597
-210
-6% -$42.1K 0.03% 301
2021
Q1 		$728K Buy
3,807
+1,596
+72% +$320K 0.03% 271
2020
Q4 		$472K Buy
2,211
+196
+10% +$41.7K 0.02% 359
2020
Q3 		$428K Buy
+2,015
New +$398K 0.02% 344

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

Diversified Trust's LHCG Position: Q4 2021 in Review

Diversified Trust sold out of LHC Group LLC (LHCG) in Q4 2021, closing a stake of 2,285 shares — an estimated $359K sold.

Diversified Trust first reported a position in LHCG in Q3 2020 and held it in 5 quarters. The position peaked at $728K in Q1 2021. 295 funds tracked by Wall St. Rank hold LHCG as of Q4 2021.

  • Diversified Trust reported no remaining LHC Group LLC position as of Q4 2021 after selling out during the quarter.
  • Diversified Trust sold 2,285 LHC Group LLC shares in Q4 2021, an estimated $359K.
  • Diversified Trust first reported a position in LHC Group LLC in Q3 2020 and held it in 5 quarters.
  • Diversified Trust's LHC Group LLC position peaked at $728K in Q1 2021.
  • 295 funds tracked by Wall St. Rank held LHC Group LLC as of Q4 2021.

Based on Diversified Trust's 13F filing for Q4 2021, filed 13 Jan 2022.