Jacobs Levy Equity Management’s LHC Group LLC LHCG Stock Holding History

Jacobs Levy Equity 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 Q4	–	Sell	-4,054	Closed	-$636K	–	1116
2021 Q3	$636K	Buy	+4,054	New	+$761K	﹤0.01%	830
2018 Q1	–	Sell	-3,270	Closed	-$200K	–	1089
2017 Q4	$200K	Sell	3,270 -3,120	-49%	-$206K	﹤0.01%	906
2017 Q3	$453K	Sell	6,390 -11,648	-65%	-$747K	0.01%	723
2017 Q2	$1.23M	Sell	18,038 -31,346	-63%	-$1.87M	0.03%	532
2017 Q1	$2.66M	Buy	49,384 +1,100	+2%	+$53.4K	0.05%	366
2016 Q4	$2.21M	Buy	48,284 +6,510	+16%	+$265K	0.04%	395
2016 Q3	$1.54M	Buy	41,774 +22,439	+116%	+$899K	0.03%	479
2016 Q2	$837K	Buy	+19,335	New	+$788K	0.02%	636
2016 Q1	–	Sell	-7,390	Closed	-$335K	–	1196
2015 Q4	$335K	Hold	7,390	–	–	0.01%	633
2015 Q3	$331K	Hold	7,390	–	–	0.01%	636
2015 Q2	$283K	Sell	7,390 -900	-11%	-$31.8K	0.01%	669
2015 Q1	$274K	Sell	8,290 -19,337	-70%	-$604K	﹤0.01%	658
2014 Q4	$861K	Buy	+27,627	New	+$697K	0.01%	530
2014 Q1	–	Sell	-16,008	Closed	-$385K	–	1032
2013 Q4	$385K	Buy	+16,008	New	+$361K	0.01%	766

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

BCIM

British Columbia Investment Management Victoria, British Columbia, Canada $17B AUM 31.69% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Jacobs Levy Equity Management's LHCG Position: Q4 2021 in Review

Jacobs Levy Equity Management sold out of LHC Group LLC (LHCG) in Q4 2021, closing a stake of 4,054 shares — an estimated $636K sold.

Jacobs Levy Equity Management first reported a position in LHCG in Q4 2013 and held it in 14 quarters. The position peaked at $2.66M in Q1 2017. 295 funds tracked by Wall St. Rank hold LHCG as of Q4 2021.

Jacobs Levy Equity Management reported no remaining LHC Group LLC position as of Q4 2021 after selling out during the quarter.
Jacobs Levy Equity Management sold 4,054 LHC Group LLC shares in Q4 2021, an estimated $636K.
Jacobs Levy Equity Management first reported a position in LHC Group LLC in Q4 2013 and held it in 14 quarters.
Jacobs Levy Equity Management's LHC Group LLC position peaked at $2.66M in Q1 2017.
295 funds tracked by Wall St. Rank held LHC Group LLC as of Q4 2021.

Based on Jacobs Levy Equity Management's 13F filing for Q4 2021, filed 14 Feb 2022.