FGAM
LHCG

Financial Gravity Asset Management’s LHC Group LLC LHCG Stock Holding History

Financial Gravity 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
2022
Q4 		– Sell
-492
Closed -$235 – 1560
2022
Q3 		$235 Buy
492
+24
+5% +$3.89K 0.01% 523
2022
Q2 		$224 Sell
468
-39
-8% -$6.43K 0.01% 515
2022
Q1 		$242 Buy
507
+96
+23% +$12.8K 0.01% 543
2021
Q4 		$198 Buy
411
+410
+41,000% +$56K ﹤0.01% 625
2021
Q3 		$157K Hold
1
– – 0.07% 235
2021
Q2 		$200K Hold
1
– – 0.07% 189
2021
Q1 		$275 Sell
1
-10
-91% -$2K 0.01% 428
2020
Q4 		$2K Buy
+11
New +$2.34K ﹤0.01% 358
2020
Q2 		– Sell
-81
Closed -$11.4K – 993
2020
Q1 		$11.4K Buy
81
+71
+710% +$9.89K 0.04% 193
2019
Q4 		$138K Sell
10
-151
-94% -$18.8K 0.1% 212
2019
Q3 		$18K Buy
161
+70
+77% +$8.44K 0.02% 488
2019
Q2 		$11K Buy
91
+81
+810% +$9.13K 0.01% 587
2019
Q1 		$1K Buy
+10
New +$1.07K ﹤0.01% 1248
2018
Q3 		$43K Buy
+504
New +$47.1K 0.05% 367
2018
Q2 		– Sell
-132
Closed -$10K – 1663
2018
Q1 		$10K Buy
+132
New +$8.33K 0.01% 595

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
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
AAM
Alpine Associates Management Palm Beach, Florida $1.7B AUM 97.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
WCMNY
Westchester Capital Management (New York) Valhalla, New York $2.21B AUM 26.02% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Financial Gravity Asset Management's LHCG Position: Q4 2022 in Review

Financial Gravity Asset Management sold out of LHC Group LLC (LHCG) in Q4 2022, closing a stake of 492 shares — an estimated $235 sold.

Financial Gravity Asset Management first reported a position in LHCG in Q1 2018 and held it in 15 quarters. The position peaked at $200K in Q2 2021. 313 funds tracked by Wall St. Rank hold LHCG as of Q4 2022.

  • Financial Gravity Asset Management reported no remaining LHC Group LLC position as of Q4 2022 after selling out during the quarter.
  • Financial Gravity Asset Management sold 492 LHC Group LLC shares in Q4 2022, an estimated $235.
  • Financial Gravity Asset Management first reported a position in LHC Group LLC in Q1 2018 and held it in 15 quarters.
  • Financial Gravity Asset Management's LHC Group LLC position peaked at $200K in Q2 2021.
  • 313 funds tracked by Wall St. Rank held LHC Group LLC as of Q4 2022.

Based on Financial Gravity Asset Management's 13F filing for Q4 2022, filed 15 Feb 2023.