Principal Financial Group
LHCG

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

Principal 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
2023
Q1 		– Sell
-128,193
Closed -$20.7M – 2524
2022
Q4 		$20.7M Buy
128,193
+5,092
+4% +$841K 0.02% 806
2022
Q3 		$20.1M Sell
123,101
-492
-0.4% -$79.8K 0.02% 771
2022
Q2 		$19.2M Buy
123,593
+13,425
+12% +$2.21M 0.01% 839
2022
Q1 		$18.6M Sell
110,168
-524
-0.5% -$70.1K 0.01% 963
2021
Q4 		$15.2M Sell
110,692
-2,733
-2% -$373K 0.01% 1141
2021
Q3 		$17.8M Buy
113,425
+953
+0.8% +$179K 0.01% 1038
2021
Q2 		$22.5M Sell
112,472
-474
-0.4% -$95K 0.01% 883
2021
Q1 		$21.6M Buy
112,946
+13,573
+14% +$2.72M 0.02% 852
2020
Q4 		$21.2M Buy
99,373
+2,782
+3% +$592K 0.02% 734
2020
Q3 		$20.5M Buy
96,591
+1,860
+2% +$367K 0.02% 657
2020
Q2 		$16.5M Sell
94,731
-135,274
-59% -$19.9M 0.01% 753
2020
Q1 		$32.2M Sell
230,005
-9,432
-4% -$1.31M 0.04% 403
2019
Q4 		$33M Sell
239,437
-16,459
-6% -$2.05M 0.03% 528
2019
Q3 		$29.1M Buy
255,896
+1,255
+0.5% +$151K 0.03% 559
2019
Q2 		$30.4M Sell
254,641
-3,129
-1% -$353K 0.03% 546
2019
Q1 		$28.6M Sell
257,770
-1,738
-0.7% -$185K 0.03% 570
2018
Q4 		$24.4M Buy
259,508
+16,826
+7% +$1.61M 0.03% 597
2018
Q3 		$25M Buy
242,682
+8,911
+4% +$834K 0.02% 710
2018
Q2 		$20M Buy
233,771
+100,760
+76% +$7.68M 0.02% 826
2018
Q1 		$8.19M Sell
133,011
-639
-0.5% -$40.3K 0.01% 1354
2017
Q4 		$8.19M Buy
133,650
+1,336
+1% +$88.3K 0.01% 1371
2017
Q3 		$9.38M Buy
132,314
+8,176
+7% +$525K 0.01% 1280
2017
Q2 		$8.43M Buy
124,138
+10,431
+9% +$623K 0.01% 1324
2017
Q1 		$6.13M Buy
113,707
+3,983
+4% +$193K 0.01% 1463
2016
Q4 		$5.01M Buy
109,724
+427
+0.4% +$17.4K 0.01% 1513
2016
Q3 		$4.03M Buy
109,297
+17,065
+19% +$684K 0.01% 1528
2016
Q2 		$3.99M Buy
92,232
+3,191
+4% +$130K 0.01% 1501
2016
Q1 		$3.17M Buy
89,041
+3,464
+4% +$127K ﹤0.01% 1521
2015
Q4 		$3.88M Buy
85,577
+3,794
+5% +$173K 0.01% 1459
2015
Q3 		$3.66M Buy
81,783
+6,261
+8% +$275K 0.01% 1470
2015
Q2 		$2.89M Sell
75,522
-601
-0.8% -$21.2K ﹤0.01% 1602
2015
Q1 		$2.51M Buy
76,123
+1,735
+2% +$54.2K ﹤0.01% 1604
2014
Q4 		$2.32M Buy
74,388
+536
+0.7% +$13.5K ﹤0.01% 1652
2014
Q3 		$1.71M Sell
73,852
-861
-1% -$20.4K ﹤0.01% 1681
2014
Q2 		$1.6M Buy
74,713
+1,031
+1% +$21.5K ﹤0.01% 1732
2014
Q1 		$1.63M Buy
73,682
+2,799
+4% +$65.1K ﹤0.01% 1698
2013
Q4 		$1.7M Buy
70,883
+4,461
+7% +$100K ﹤0.01% 1701
2013
Q3 		$1.56M Sell
66,422
-11,584
-15% -$265K ﹤0.01% 1680
2013
Q2 		$1.53M Buy
+78,006
New +$1.72M ﹤0.01% 1650

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

Principal Financial Group's LHCG Position: Q1 2023 in Review

Principal Financial Group sold out of LHC Group LLC (LHCG) in Q1 2023, closing a stake of 128,193 shares — an estimated $20.7M sold.

Principal Financial Group first reported a position in LHCG in Q2 2013 and held it in 39 quarters. The position peaked at $33M in Q4 2019. 2 funds tracked by Wall St. Rank hold LHCG as of Q1 2023.

  • Principal Financial Group reported no remaining LHC Group LLC position as of Q1 2023 after selling out during the quarter.
  • Principal Financial Group sold 128,193 LHC Group LLC shares in Q1 2023, an estimated $20.7M.
  • Principal Financial Group first reported a position in LHC Group LLC in Q2 2013 and held it in 39 quarters.
  • Principal Financial Group's LHC Group LLC position peaked at $33M in Q4 2019.
  • 2 funds tracked by Wall St. Rank held LHC Group LLC as of Q1 2023.

Based on Principal Financial Group's 13F filing for Q1 2023, filed 9 May 2023.