PWM
LHCG

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

PRW 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
2020
Q2 		– Sell
-28,000
Closed -$3.93M – 85
2020
Q1 		$3.93M Sell
28,000
-5,000
-15% -$696K 4.76% 5
2019
Q4 		$4.55M Sell
33,000
-7,500
-19% -$933K 5.16% 6
2019
Q3 		$4.6M Sell
40,500
-4,000
-9% -$482K 5.59% 5
2019
Q2 		$5.32M Sell
44,500
-60,159
-57% -$6.78M 5.9% 5
2019
Q1 		$11.6M Buy
+104,659
New +$11.2M 10.79% 2

Other funds holding LHCG

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

PRW Wealth Management's LHCG Position: Q2 2020 in Review

PRW Wealth Management sold out of LHC Group LLC (LHCG) in Q2 2020, closing a stake of 28,000 shares — an estimated $3.93M sold.

PRW Wealth Management first reported a position in LHCG in Q1 2019 and held it in 5 quarters. The position peaked at $11.6M in Q1 2019. 303 funds tracked by Wall St. Rank hold LHCG as of Q2 2020.

  • PRW Wealth Management reported no remaining LHC Group LLC position as of Q2 2020 after selling out during the quarter.
  • PRW Wealth Management sold 28,000 LHC Group LLC shares in Q2 2020, an estimated $3.93M.
  • PRW Wealth Management first reported a position in LHC Group LLC in Q1 2019 and held it in 5 quarters.
  • PRW Wealth Management's LHC Group LLC position peaked at $11.6M in Q1 2019.
  • 303 funds tracked by Wall St. Rank held LHC Group LLC as of Q2 2020.

Based on PRW Wealth Management's 13F filing for Q2 2020, filed 6 Aug 2020.