NFG
LHCG

Next Financial Group’s LHC Group LLC LHCG Stock Holding History

Next Financial Group’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 		$14K Sell
100
-34
-25% -$4.64K ﹤0.01% 2063
2021
Q3 		$21K Sell
134
-2,590
-95% -$486K ﹤0.01% 1788
2021
Q2 		$546K Buy
2,724
+190
+7% +$38.1K 0.04% 428
2021
Q1 		$485K Buy
2,534
+82
+3% +$16.4K 0.04% 439
2020
Q4 		$523K Sell
2,452
-927
-27% -$197K 0.05% 357
2020
Q3 		$718K Sell
3,379
-187
-5% -$36.9K 0.08% 252
2020
Q2 		$622K Buy
3,566
+65
+2% +$9.54K 0.07% 258
2020
Q1 		$491K Sell
3,501
-118
-3% -$16.4K 0.06% 276
2019
Q4 		$499K Sell
3,619
-85
-2% -$10.6K 0.05% 374
2019
Q3 		$421K Buy
3,704
+217
+6% +$26.1K 0.05% 401
2019
Q2 		$417K Buy
3,487
+2,332
+202% +$263K 0.04% 391
2019
Q1 		$128K Buy
1,155
+455
+65% +$48.6K 0.03% 470
2018
Q4 		$66K Buy
700
+600
+600% +$57.4K 0.01% 713
2018
Q3 		$10K Buy
+100
New +$9.35K ﹤0.01% 996
2017
Q4 		– Sell
-100
Closed -$7K – 1525
2017
Q3 		$7K Hold
100
– – ﹤0.01% 1345
2017
Q2 		$7K Hold
100
– – ﹤0.01% 1465
2017
Q1 		$5K Hold
100
– – ﹤0.01% 1531
2016
Q4 		$5K Hold
100
– – ﹤0.01% 1949
2016
Q3 		$4K Hold
100
– – ﹤0.01% 2026
2016
Q2 		$4K Hold
100
– – ﹤0.01% 1481
2016
Q1 		$3K Hold
100
– – ﹤0.01% 1497
2015
Q4 		$4K Hold
100
– – ﹤0.01% 1476
2015
Q3 		$4K Hold
100
– – ﹤0.01% 1508
2015
Q2 		$3K Hold
100
– – ﹤0.01% 1626
2015
Q1 		$3K Hold
100
– – ﹤0.01% 1635
2014
Q4 		$3K Hold
100
– – ﹤0.01% 1676
2014
Q3 		$2K Buy
+100
New +$2.37K ﹤0.01% 2351

Other funds holding LHCG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
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
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
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Next Financial Group's LHCG Position: Q4 2021 in Review

Next Financial Group reduced its LHC Group LLC (LHCG) stake by 25% in Q4 2021, selling an estimated $4.64K and leaving 100 shares worth $14K. The position accounts for ﹤0.01% of the portfolio, ranked #2063.

Next Financial Group first reported a position in LHCG in Q3 2014 and has held it in 27 quarters since. The position peaked at $718K in Q3 2020. 295 funds tracked by Wall St. Rank hold LHCG as of Q4 2021.

  • Next Financial Group held 100 shares of LHC Group LLC worth $14K as of Q4 2021.
  • Next Financial Group sold 34 LHC Group LLC shares in Q4 2021, an estimated $4.64K.
  • LHC Group LLC made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #2063 holding.
  • Next Financial Group first reported a position in LHC Group LLC in Q3 2014 and has held it in 27 quarters since.
  • Next Financial Group's LHC Group LLC position peaked at $718K in Q3 2020.
  • 295 funds tracked by Wall St. Rank held LHC Group LLC as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.