PWM
LHCG

Perigon Wealth Management’s LHC Group LLC LHCG Stock Holding History

Perigon Wealth Management’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
Q1 		– Sell
-143
Closed -$31K – 1083
2020
Q4 		$31K Buy
+143
New +$30.5K ﹤0.01% 897

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Perigon Wealth Management's LHCG Position: Q1 2021 in Review

Perigon Wealth Management sold out of LHC Group LLC (LHCG) in Q1 2021, closing a stake of 143 shares — an estimated $31K sold.

Perigon Wealth Management first reported a position in LHCG in Q4 2020 and held it in 1 quarter. The position peaked at $31K in Q4 2020. 330 funds tracked by Wall St. Rank hold LHCG as of Q1 2021.

  • Perigon Wealth Management reported no remaining LHC Group LLC position as of Q1 2021 after selling out during the quarter.
  • Perigon Wealth Management sold 143 LHC Group LLC shares in Q1 2021, an estimated $31K.
  • Perigon Wealth Management first reported a position in LHC Group LLC in Q4 2020 and held it in 1 quarter.
  • Perigon Wealth Management's LHC Group LLC position peaked at $31K in Q4 2020.
  • 330 funds tracked by Wall St. Rank held LHC Group LLC as of Q1 2021.

Based on Perigon Wealth Management's 13F filing for Q1 2021, filed 17 May 2021.