Key Financial Inc’s LHC Group LLC LHCG Stock Holding History

Key Financial Inc’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
2023 Q1	–	Sell	-39	Closed	-$6.38K	–	1228
2022 Q4	$6.38K	Hold	39	–	–	﹤0.01%	737
2022 Q3	$6K	Hold	39	–	–	﹤0.01%	776
2022 Q2	$6K	Hold	39	–	–	﹤0.01%	780
2022 Q1	$7K	Buy	+39	New	+$5.21K	﹤0.01%	740

Other funds holding LHCG

LIC

Laurus Investment Counsel Toronto, Canada $102M AUM 0% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Key Financial Inc's LHCG Position: Q1 2023 in Review

Key Financial Inc sold out of LHC Group LLC (LHCG) in Q1 2023, closing a stake of 39 shares — an estimated $6.38K sold.

Key Financial Inc first reported a position in LHCG in Q1 2022 and held it in 4 quarters. The position peaked at $7K in Q1 2022. 2 funds tracked by Wall St. Rank hold LHCG as of Q1 2023.

Key Financial Inc reported no remaining LHC Group LLC position as of Q1 2023 after selling out during the quarter.
Key Financial Inc sold 39 LHC Group LLC shares in Q1 2023, an estimated $6.38K.
Key Financial Inc first reported a position in LHC Group LLC in Q1 2022 and held it in 4 quarters.
Key Financial Inc's LHC Group LLC position peaked at $7K in Q1 2022.
2 funds tracked by Wall St. Rank held LHC Group LLC as of Q1 2023.

Based on Key Financial Inc's 13F filing for Q1 2023, filed 2 May 2023.