ORI
LHCG

Oak Ridge Investments’s LHC Group LLC LHCG Stock Holding History

Oak Ridge Investments’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
-74,987
Closed -$11.8M – 186
2021
Q3 		$11.8M Sell
74,987
-1,950
-3% -$366K 1.04% 22
2021
Q2 		$15.4M Sell
76,937
-2,417
-3% -$485K 1.35% 12
2021
Q1 		$15.2M Sell
79,354
-323
-0.4% -$64.7K 1.41% 8
2020
Q4 		$17M Sell
79,677
-23,312
-23% -$4.96M 1.5% 10
2020
Q3 		$21.9M Sell
102,989
-6,194
-6% -$1.22M 1.7% 6
2020
Q2 		$19M Buy
109,183
+12,253
+13% +$1.8M 1.6% 8
2020
Q1 		$13.6M Sell
96,930
-12,716
-12% -$1.77M 1.39% 14
2019
Q4 		$15.1M Sell
109,646
-8,731
-7% -$1.09M 1.11% 29
2019
Q3 		$13.4M Sell
118,377
-9,133
-7% -$1.1M 1.01% 40
2019
Q2 		$15.2M Sell
127,510
-6,331
-5% -$714K 1.05% 31
2019
Q1 		$14.8M Buy
+133,841
New +$14.3M 0.94% 35

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

Oak Ridge Investments's LHCG Position: Q4 2021 in Review

Oak Ridge Investments sold out of LHC Group LLC (LHCG) in Q4 2021, closing a stake of 74,987 shares — an estimated $11.8M sold.

Oak Ridge Investments first reported a position in LHCG in Q1 2019 and held it in 11 quarters. The position peaked at $21.9M in Q3 2020. 295 funds tracked by Wall St. Rank hold LHCG as of Q4 2021.

  • Oak Ridge Investments reported no remaining LHC Group LLC position as of Q4 2021 after selling out during the quarter.
  • Oak Ridge Investments sold 74,987 LHC Group LLC shares in Q4 2021, an estimated $11.8M.
  • Oak Ridge Investments first reported a position in LHC Group LLC in Q1 2019 and held it in 11 quarters.
  • Oak Ridge Investments's LHC Group LLC position peaked at $21.9M in Q3 2020.
  • 295 funds tracked by Wall St. Rank held LHC Group LLC as of Q4 2021.

Based on Oak Ridge Investments's 13F filing for Q4 2021, filed 1 Feb 2022.