Jones Financial Companies
LHCG

Jones Financial Companies’s LHC Group LLC LHCG Stock Holding History

Jones Financial Companies’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
Q2 		– Sell
-190
Closed -$36K – 808
2021
Q1 		$36K Buy
+190
New +$38K ﹤0.01% 395

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
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Jones Financial Companies's LHCG Position: Q2 2021 in Review

Jones Financial Companies sold out of LHC Group LLC (LHCG) in Q2 2021, closing a stake of 190 shares — an estimated $36K sold.

Jones Financial Companies first reported a position in LHCG in Q1 2021 and held it in 1 quarter. The position peaked at $36K in Q1 2021. 348 funds tracked by Wall St. Rank hold LHCG as of Q2 2021.

  • Jones Financial Companies reported no remaining LHC Group LLC position as of Q2 2021 after selling out during the quarter.
  • Jones Financial Companies sold 190 LHC Group LLC shares in Q2 2021, an estimated $36K.
  • Jones Financial Companies first reported a position in LHC Group LLC in Q1 2021 and held it in 1 quarter.
  • Jones Financial Companies's LHC Group LLC position peaked at $36K in Q1 2021.
  • 348 funds tracked by Wall St. Rank held LHC Group LLC as of Q2 2021.

Based on Jones Financial Companies's 13F filing for Q2 2021, filed 12 Aug 2021.