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

HighMark 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
2022 Q2	–	Sell	-13	Closed	-$2K	–	553
2022 Q1	$2K	Buy	+13	New	+$1.74K	﹤0.01%	467
2021 Q4	–	Sell	-37	Closed	-$6K	–	541
2021 Q3	$6K	Buy	37 +4	+12%	+$751	﹤0.01%	342
2021 Q2	$7K	Buy	33 +22	+200%	+$4.41K	0.01%	323
2021 Q1	$2K	Sell	11 -6	-35%	-$1.2K	﹤0.01%	441
2020 Q4	$4K	Sell	17 -85	-83%	-$18.1K	﹤0.01%	371
2020 Q3	$22K	Buy	102 +91	+827%	+$18K	0.02%	161
2020 Q2	$2K	Buy	+11	New	+$1.61K	﹤0.01%	399

Other funds holding LHCG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

UOC

UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

AAM

Alpine Associates Management Palm Beach, Florida $1.7B AUM 97.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Versor Investments New York $40.8M AUM 93.59% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

HighMark Wealth Management's LHCG Position: Q2 2022 in Review

HighMark Wealth Management sold out of LHC Group LLC (LHCG) in Q2 2022, closing a stake of 13 shares — an estimated $2K sold.

HighMark Wealth Management first reported a position in LHCG in Q2 2020 and held it in 7 quarters. The position peaked at $22K in Q3 2020. 316 funds tracked by Wall St. Rank hold LHCG as of Q2 2022.

HighMark Wealth Management reported no remaining LHC Group LLC position as of Q2 2022 after selling out during the quarter.
HighMark Wealth Management sold 13 LHC Group LLC shares in Q2 2022, an estimated $2K.
HighMark Wealth Management first reported a position in LHC Group LLC in Q2 2020 and held it in 7 quarters.
HighMark Wealth Management's LHC Group LLC position peaked at $22K in Q3 2020.
316 funds tracked by Wall St. Rank held LHC Group LLC as of Q2 2022.

Based on HighMark Wealth Management's 13F filing for Q2 2022, filed 19 Jul 2022.