Envestnet Asset Management
LHCG

Envestnet Asset Management’s LHC Group LLC LHCG Stock Holding History

Envestnet Asset Management’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
-3,408
Closed -$551K – 4175
2022
Q4 		$551K Sell
3,408
-11,379
-77% -$1.88M ﹤0.01% 3045
2022
Q3 		$2.42M Sell
14,787
-12,148
-45% -$1.97M ﹤0.01% 1967
2022
Q2 		$4.2M Sell
26,935
-36,301
-57% -$5.98M ﹤0.01% 1626
2022
Q1 		$10.7M Buy
63,236
+24,122
+62% +$3.23M 0.01% 1170
2021
Q4 		$5.37M Buy
39,114
+4,256
+12% +$581K ﹤0.01% 1566
2021
Q3 		$5.47M Buy
34,858
+2,159
+7% +$405K ﹤0.01% 1487
2021
Q2 		$6.55M Buy
32,699
+5,776
+21% +$1.16M ﹤0.01% 1360
2021
Q1 		$5.15M Buy
26,923
+3,327
+14% +$666K ﹤0.01% 1403
2020
Q4 		$5.03M Sell
23,596
-4,780
-17% -$1.02M ﹤0.01% 1272
2020
Q3 		$6.03M Buy
28,376
+1,109
+4% +$219K 0.01% 1058
2020
Q2 		$4.75M Sell
27,267
-7,720
-22% -$1.13M ﹤0.01% 1147
2020
Q1 		$4.91M Sell
34,987
-1,212
-3% -$169K 0.01% 1006
2019
Q4 		$4.99M Buy
36,199
+2,065
+6% +$257K 0.01% 1124
2019
Q3 		$3.88M Sell
34,134
-3,515
-9% -$424K ﹤0.01% 1185
2019
Q2 		$4.5M Sell
37,649
-2,403
-6% -$271K 0.01% 1108
2019
Q1 		$4.44M Buy
40,052
+1,889
+5% +$202K 0.01% 1064
2018
Q4 		$3.58M Buy
+38,163
New +$3.65M 0.01% 1047
2018
Q3 		– Sell
-1,870
Closed -$160K – 2801
2018
Q2 		$160K Hold
1,870
– – ﹤0.01% 1774
2018
Q1 		$134K Buy
+1,870
New +$118K ﹤0.01% 1806
2017
Q3 		– Sell
-135
Closed -$9K – 3078
2017
Q2 		$9K Buy
135
+100
+286% +$5.97K ﹤0.01% 2734
2017
Q1 		$2K Buy
+35
New +$1.7K ﹤0.01% 3020
2015
Q1 		– Sell
-211
Closed -$7K – 2488
2014
Q4 		$7K Buy
+211
New +$5.32K ﹤0.01% 2063

Other funds holding LHCG

LIC
Laurus Investment Counsel Toronto, Canada $102M AUM 0% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

Envestnet Asset Management's LHCG Position: Q1 2023 in Review

Envestnet Asset Management sold out of LHC Group LLC (LHCG) in Q1 2023, closing a stake of 3,408 shares — an estimated $551K sold.

Envestnet Asset Management first reported a position in LHCG in Q4 2014 and held it in 22 quarters. The position peaked at $10.7M in Q1 2022. 2 funds tracked by Wall St. Rank hold LHCG as of Q1 2023.

  • Envestnet Asset Management reported no remaining LHC Group LLC position as of Q1 2023 after selling out during the quarter.
  • Envestnet Asset Management sold 3,408 LHC Group LLC shares in Q1 2023, an estimated $551K.
  • Envestnet Asset Management first reported a position in LHC Group LLC in Q4 2014 and held it in 22 quarters.
  • Envestnet Asset Management's LHC Group LLC position peaked at $10.7M in Q1 2022.
  • 2 funds tracked by Wall St. Rank held LHC Group LLC as of Q1 2023.

Based on Envestnet Asset Management's 13F filing for Q1 2023, filed 11 May 2023.