MPWT
LHCG

MassMutual Private Wealth & Trust’s LHC Group LLC LHCG Stock Holding History

MassMutual Private Wealth & Trust’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
-17
Closed -$3K – 1925
2022
Q4 		$3K Sell
17
-1,377
-99% -$227K ﹤0.01% 1194
2022
Q3 		$228K Sell
1,394
-508
-27% -$82.4K 0.01% 323
2022
Q2 		$296K Sell
1,902
-57
-3% -$9.39K 0.01% 306
2022
Q1 		$330K Sell
1,959
-92
-4% -$12.3K 0.01% 313
2021
Q4 		$281K Sell
2,051
-25
-1% -$3.42K 0.01% 326
2021
Q3 		$326K Sell
2,076
-121
-6% -$22.7K 0.01% 315
2021
Q2 		$440K Sell
2,197
-58
-3% -$11.6K 0.02% 295
2021
Q1 		$431K Sell
2,255
-108
-5% -$21.6K 0.02% 290
2020
Q4 		$504K Sell
2,363
-60
-2% -$12.8K 0.03% 278
2020
Q3 		$515K Sell
2,423
-624
-20% -$123K 0.03% 259
2020
Q2 		$531K Sell
3,047
-176
-5% -$25.8K 0.03% 242
2020
Q1 		$452K Sell
3,223
-465
-13% -$64.8K 0.04% 236
2019
Q4 		$508K Sell
3,688
-236
-6% -$29.4K 0.03% 269
2019
Q3 		$446K Sell
3,924
-185
-5% -$22.3K 0.03% 276
2019
Q2 		$491K Sell
4,109
-1,016
-20% -$115K 0.03% 259
2019
Q1 		$568K Sell
5,125
-232
-4% -$24.8K 0.04% 246
2018
Q4 		$503K Buy
5,357
+4
+0.1% +$382 0.04% 233
2018
Q3 		$551K Buy
5,353
+475
+10% +$44.4K 0.04% 251
2018
Q2 		$418K Buy
4,878
+4,699
+2,625% +$358K 0.03% 271
2018
Q1 		$11K Buy
+179
New +$11.3K ﹤0.01% 583

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

MassMutual Private Wealth & Trust's LHCG Position: Q1 2023 in Review

MassMutual Private Wealth & Trust sold out of LHC Group LLC (LHCG) in Q1 2023, closing a stake of 17 shares — an estimated $3K sold.

MassMutual Private Wealth & Trust first reported a position in LHCG in Q1 2018 and held it in 20 quarters. The position peaked at $568K in Q1 2019. 2 funds tracked by Wall St. Rank hold LHCG as of Q1 2023.

  • MassMutual Private Wealth & Trust reported no remaining LHC Group LLC position as of Q1 2023 after selling out during the quarter.
  • MassMutual Private Wealth & Trust sold 17 LHC Group LLC shares in Q1 2023, an estimated $3K.
  • MassMutual Private Wealth & Trust first reported a position in LHC Group LLC in Q1 2018 and held it in 20 quarters.
  • MassMutual Private Wealth & Trust's LHC Group LLC position peaked at $568K in Q1 2019.
  • 2 funds tracked by Wall St. Rank held LHC Group LLC as of Q1 2023.

Based on MassMutual Private Wealth & Trust's 13F filing for Q1 2023, filed 11 Apr 2023.