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

Liberty 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
2021 Q4	–	Sell	-117	Closed	-$18K	–	1185
2021 Q3	$18K	Buy	117 +60	+105%	+$11.3K	0.01%	688
2021 Q2	$11K	Buy	57 +3	+6%	+$602	﹤0.01%	644
2021 Q1	$10K	Hold	54	–	–	﹤0.01%	608
2020 Q4	$10K	Sell	54 -42	-44%	-$8.94K	﹤0.01%	601
2020 Q3	$20K	Sell	96 -2	-2%	-$395	0.01%	405
2020 Q2	$17K	Sell	98 -33	-25%	-$4.84K	0.01%	410
2020 Q1	$18K	Sell	131 -9	-6%	-$1.25K	0.02%	380
2019 Q4	$19K	Hold	140	–	–	0.02%	425
2019 Q3	$16K	Buy	140 +28	+25%	+$3.37K	0.02%	437
2019 Q2	$13K	Hold	112	–	–	0.01%	480
2019 Q1	$12K	Buy	112 +7	+7%	+$747	0.01%	415
2018 Q4	$9K	Buy	+105	New	+$10K	0.01%	458

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

Liberty Wealth Management's LHCG Position: Q4 2021 in Review

Liberty Wealth Management sold out of LHC Group LLC (LHCG) in Q4 2021, closing a stake of 117 shares — an estimated $18K sold.

Liberty Wealth Management first reported a position in LHCG in Q4 2018 and held it in 12 quarters. The position peaked at $20K in Q3 2020. 295 funds tracked by Wall St. Rank hold LHCG as of Q4 2021.

Liberty Wealth Management reported no remaining LHC Group LLC position as of Q4 2021 after selling out during the quarter.
Liberty Wealth Management sold 117 LHC Group LLC shares in Q4 2021, an estimated $18K.
Liberty Wealth Management first reported a position in LHC Group LLC in Q4 2018 and held it in 12 quarters.
Liberty Wealth Management's LHC Group LLC position peaked at $20K in Q3 2020.
295 funds tracked by Wall St. Rank held LHC Group LLC as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.