IFAM
LHCG

Institutional & Family Asset Management’s LHC Group LLC LHCG Stock Holding History

Institutional & Family 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
2021
Q1 		– Sell
-8
Closed -$2K – 1009
2020
Q4 		$2K Sell
8
-6
-43% -$1.28K ﹤0.01% 807
2020
Q3 		$3K Hold
14
– – ﹤0.01% 668
2020
Q2 		$2K Hold
14
– – ﹤0.01% 732
2020
Q1 		$2K Buy
+14
New +$1.95K ﹤0.01% 688

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

Institutional & Family Asset Management's LHCG Position: Q1 2021 in Review

Institutional & Family Asset Management sold out of LHC Group LLC (LHCG) in Q1 2021, closing a stake of 8 shares — an estimated $2K sold.

Institutional & Family Asset Management first reported a position in LHCG in Q1 2020 and held it in 4 quarters. The position peaked at $3K in Q3 2020. 330 funds tracked by Wall St. Rank hold LHCG as of Q1 2021.

  • Institutional & Family Asset Management reported no remaining LHC Group LLC position as of Q1 2021 after selling out during the quarter.
  • Institutional & Family Asset Management sold 8 LHC Group LLC shares in Q1 2021, an estimated $2K.
  • Institutional & Family Asset Management first reported a position in LHC Group LLC in Q1 2020 and held it in 4 quarters.
  • Institutional & Family Asset Management's LHC Group LLC position peaked at $3K in Q3 2020.
  • 330 funds tracked by Wall St. Rank held LHC Group LLC as of Q1 2021.

Based on Institutional & Family Asset Management's 13F filing for Q1 2021, filed 6 May 2021.