Ellevest Inc’s LHC Group LLC LHCG Stock Holding History

Ellevest Inc’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
2023 Q1	–	Sell	-13	Closed	-$2.1K	–	2119
2022 Q4	$2.1K	Sell	13 -1	-7%	-$165	﹤0.01%	1377
2022 Q3	$2K	Buy	14 +4	+40%	+$649	﹤0.01%	1401
2022 Q2	$2K	Buy	10 +5	+100%	+$824	﹤0.01%	1194
2022 Q1	$1K	Hold	5	–	–	﹤0.01%	1371
2021 Q4	$1K	Buy	+5	New	+$683	﹤0.01%	1366
2021 Q1	–	Sell	-12	Closed	-$3K	–	1391
2020 Q4	$3K	Buy	+12	New	+$2.56K	﹤0.01%	944

Other funds holding LHCG

LIC

Laurus Investment Counsel Toronto, Canada $102M AUM 0% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Ellevest Inc's LHCG Position: Q1 2023 in Review

Ellevest Inc sold out of LHC Group LLC (LHCG) in Q1 2023, closing a stake of 13 shares — an estimated $2.1K sold.

Ellevest Inc first reported a position in LHCG in Q4 2020 and held it in 6 quarters. The position peaked at $3K in Q4 2020. 2 funds tracked by Wall St. Rank hold LHCG as of Q1 2023.

Ellevest Inc reported no remaining LHC Group LLC position as of Q1 2023 after selling out during the quarter.
Ellevest Inc sold 13 LHC Group LLC shares in Q1 2023, an estimated $2.1K.
Ellevest Inc first reported a position in LHC Group LLC in Q4 2020 and held it in 6 quarters.
Ellevest Inc's LHC Group LLC position peaked at $3K in Q4 2020.
2 funds tracked by Wall St. Rank held LHC Group LLC as of Q1 2023.

Based on Ellevest Inc's 13F filing for Q1 2023, filed 4 May 2023.