Global Retirement Partners’s LHC Group LLC LHCG Stock Holding History

Global Retirement Partners’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	-57	Closed	-$9.22K	–	3387
2022 Q4	$9.22K	Buy	57 +8	+16%	+$1.32K	﹤0.01%	1817
2022 Q3	$8K	Buy	49 +5	+11%	+$811	﹤0.01%	1790
2022 Q2	$7K	Hold	44	–	–	﹤0.01%	1801
2022 Q1	$7K	Buy	+44	New	+$5.88K	﹤0.01%	1803
2021 Q4	–	Sell	-44	Closed	-$7K	–	1974
2021 Q3	$7K	Hold	44	–	–	﹤0.01%	1540
2021 Q2	$9K	Hold	44	–	–	﹤0.01%	1419
2021 Q1	$8K	Hold	44	–	–	﹤0.01%	1367
2020 Q4	$9K	Hold	44	–	–	﹤0.01%	1306
2020 Q3	$9K	Hold	44	–	–	﹤0.01%	1190
2020 Q2	$8K	Buy	+44	New	+$6.46K	﹤0.01%	1185
2018 Q4	–	Sell	-86	Closed	-$9K	–	1587
2018 Q3	$9K	Hold	86	–	–	﹤0.01%	1081
2018 Q2	$7K	Buy	+86	New	+$6.55K	﹤0.01%	1118

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

Global Retirement Partners's LHCG Position: Q1 2023 in Review

Global Retirement Partners sold out of LHC Group LLC (LHCG) in Q1 2023, closing a stake of 57 shares — an estimated $9.22K sold.

Global Retirement Partners first reported a position in LHCG in Q2 2018 and held it in 12 quarters. The position peaked at $9.22K in Q4 2022. 2 funds tracked by Wall St. Rank hold LHCG as of Q1 2023.

Global Retirement Partners reported no remaining LHC Group LLC position as of Q1 2023 after selling out during the quarter.
Global Retirement Partners sold 57 LHC Group LLC shares in Q1 2023, an estimated $9.22K.
Global Retirement Partners first reported a position in LHC Group LLC in Q2 2018 and held it in 12 quarters.
Global Retirement Partners's LHC Group LLC position peaked at $9.22K in Q4 2022.
2 funds tracked by Wall St. Rank held LHC Group LLC as of Q1 2023.

Based on Global Retirement Partners's 13F filing for Q1 2023, filed 8 May 2023.