EFG
LHCG

Ethos Financial Group’s LHC Group LLC LHCG Stock Holding History

Ethos Financial Group’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
-1,555
Closed -$251K – 203
2022
Q4 		$251K Buy
+1,555
New +$257K 0.09% 117

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

Ethos Financial Group's LHCG Position: Q1 2023 in Review

Ethos Financial Group sold out of LHC Group LLC (LHCG) in Q1 2023, closing a stake of 1,555 shares — an estimated $251K sold.

Ethos Financial Group first reported a position in LHCG in Q4 2022 and held it in 1 quarter. The position peaked at $251K in Q4 2022. 2 funds tracked by Wall St. Rank hold LHCG as of Q1 2023.

  • Ethos Financial Group reported no remaining LHC Group LLC position as of Q1 2023 after selling out during the quarter.
  • Ethos Financial Group sold 1,555 LHC Group LLC shares in Q1 2023, an estimated $251K.
  • Ethos Financial Group first reported a position in LHC Group LLC in Q4 2022 and held it in 1 quarter.
  • Ethos Financial Group's LHC Group LLC position peaked at $251K in Q4 2022.
  • 2 funds tracked by Wall St. Rank held LHC Group LLC as of Q1 2023.

Based on Ethos Financial Group's 13F filing for Q1 2023, filed 20 Apr 2023.