MYIA
LHCG

Mount Yale Investment Advisors’s LHC Group LLC LHCG Stock Holding History

Mount Yale Investment Advisors’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
2020
Q4 		– Sell
-1,183
Closed -$251K – 424
2020
Q3 		$251K Sell
1,183
-136
-10% -$26.8K 0.04% 295
2020
Q2 		$230K Buy
+1,319
New +$194K 0.04% 290
2018
Q4 		– Sell
-489
Closed -$49K – 840
2018
Q3 		$49K Buy
+489
New +$45.7K 0.01% 603

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Mount Yale Investment Advisors's LHCG Position: Q4 2020 in Review

Mount Yale Investment Advisors sold out of LHC Group LLC (LHCG) in Q4 2020, closing a stake of 1,183 shares — an estimated $251K sold.

Mount Yale Investment Advisors first reported a position in LHCG in Q3 2018 and held it in 3 quarters. The position peaked at $251K in Q3 2020. 365 funds tracked by Wall St. Rank hold LHCG as of Q4 2020.

  • Mount Yale Investment Advisors reported no remaining LHC Group LLC position as of Q4 2020 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 1,183 LHC Group LLC shares in Q4 2020, an estimated $251K.
  • Mount Yale Investment Advisors first reported a position in LHC Group LLC in Q3 2018 and held it in 3 quarters.
  • Mount Yale Investment Advisors's LHC Group LLC position peaked at $251K in Q3 2020.
  • 365 funds tracked by Wall St. Rank held LHC Group LLC as of Q4 2020.

Based on Mount Yale Investment Advisors's 13F filing for Q4 2020, filed 12 Feb 2021.