HGWM
LHCG

Harvest Group Wealth Management’s LHC Group LLC LHCG Stock Holding History

Harvest Group Wealth 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
2021
Q1 		– Sell
-4
Closed -$1K – 784
2020
Q4 		$1K Hold
4
– – ﹤0.01% 606
2020
Q3 		$1K Hold
4
– – ﹤0.01% 554
2020
Q2 		$0 Hold
4
– – ﹤0.01% 920
2020
Q1 		$0 Sell
4
-26
-87% -$3.62K ﹤0.01% 1115
2019
Q4 		$4K Hold
30
– – ﹤0.01% 469
2019
Q3 		$3K Hold
30
– – ﹤0.01% 615
2019
Q2 		$3K Hold
30
– – ﹤0.01% 494
2019
Q1 		$3K Buy
+30
New +$3.2K ﹤0.01% 555

Other funds holding LHCG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Harvest Group Wealth Management's LHCG Position: Q1 2021 in Review

Harvest Group Wealth Management sold out of LHC Group LLC (LHCG) in Q1 2021, closing a stake of 4 shares — an estimated $1K sold.

Harvest Group Wealth Management first reported a position in LHCG in Q1 2019 and held it in 8 quarters. The position peaked at $4K in Q4 2019. 330 funds tracked by Wall St. Rank hold LHCG as of Q1 2021.

  • Harvest Group Wealth Management reported no remaining LHC Group LLC position as of Q1 2021 after selling out during the quarter.
  • Harvest Group Wealth Management sold 4 LHC Group LLC shares in Q1 2021, an estimated $1K.
  • Harvest Group Wealth Management first reported a position in LHC Group LLC in Q1 2019 and held it in 8 quarters.
  • Harvest Group Wealth Management's LHC Group LLC position peaked at $4K in Q4 2019.
  • 330 funds tracked by Wall St. Rank held LHC Group LLC as of Q1 2021.

Based on Harvest Group Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.