LPL Financial
LHCG

LPL Financial’s LHC Group LLC LHCG Stock Holding History

LPL Financial’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
-6,991
Closed -$1.13M – 4659
2022
Q4 		$1.13M Sell
6,991
-44
-0.6% -$7.27K ﹤0.01% 2552
2022
Q3 		$1.15M Buy
+7,035
New +$1.14M ﹤0.01% 2428
2022
Q2 		– Sell
-3,965
Closed -$668K – 4567
2022
Q1 		$668K Sell
3,965
-17
-0.4% -$2.27K ﹤0.01% 2957
2021
Q4 		$546K Sell
3,982
-1,711
-30% -$234K ﹤0.01% 3201
2021
Q3 		$893K Buy
5,693
+619
+12% +$116K ﹤0.01% 2706
2021
Q2 		$1.02M Buy
5,074
+350
+7% +$70.2K ﹤0.01% 2553
2021
Q1 		$903K Sell
4,724
-374
-7% -$74.9K ﹤0.01% 2481
2020
Q4 		$1.09M Sell
5,098
-113
-2% -$24.1K ﹤0.01% 2110
2020
Q3 		$1.11M Buy
5,211
+315
+6% +$62.2K ﹤0.01% 1873
2020
Q2 		$853K Sell
4,896
-165
-3% -$24.2K ﹤0.01% 1949
2020
Q1 		$710K Buy
5,061
+471
+10% +$65.6K ﹤0.01% 1850
2019
Q4 		$632K Sell
4,590
-14
-0.3% -$1.74K ﹤0.01% 2168
2019
Q3 		$523K Sell
4,604
-6
-0.1% -$723 ﹤0.01% 2228
2019
Q2 		$551K Buy
4,610
+162
+4% +$18.3K ﹤0.01% 2212
2019
Q1 		$493K Sell
4,448
-12
-0.3% -$1.28K ﹤0.01% 2240
2018
Q4 		$419K Buy
4,460
+417
+10% +$39.9K ﹤0.01% 2190
2018
Q3 		$416K Buy
4,043
+1,149
+40% +$107K ﹤0.01% 2392
2018
Q2 		$248K Buy
+2,894
New +$221K ﹤0.01% 2816

Other funds holding LHCG

LIC
Laurus Investment Counsel Toronto, Canada $102M AUM 0% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

LPL Financial's LHCG Position: Q1 2023 in Review

LPL Financial sold out of LHC Group LLC (LHCG) in Q1 2023, closing a stake of 6,991 shares — an estimated $1.13M sold.

LPL Financial first reported a position in LHCG in Q2 2018 and held it in 18 quarters. The position peaked at $1.15M in Q3 2022. 2 funds tracked by Wall St. Rank hold LHCG as of Q1 2023.

  • LPL Financial reported no remaining LHC Group LLC position as of Q1 2023 after selling out during the quarter.
  • LPL Financial sold 6,991 LHC Group LLC shares in Q1 2023, an estimated $1.13M.
  • LPL Financial first reported a position in LHC Group LLC in Q2 2018 and held it in 18 quarters.
  • LPL Financial's LHC Group LLC position peaked at $1.15M in Q3 2022.
  • 2 funds tracked by Wall St. Rank held LHC Group LLC as of Q1 2023.

Based on LPL Financial's 13F filing for Q1 2023, filed 10 May 2023.