Sageworth Trust’s LHC Group LLC LHCG Stock Holding History

Sageworth Trust’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	-30	Closed	-$5K	–	608
2022 Q4	$5K	Hold	30	–	–	﹤0.01%	263
2022 Q3	$5K	Hold	30	–	–	﹤0.01%	252
2022 Q2	$5K	Hold	30	–	–	﹤0.01%	284
2022 Q1	$5K	Hold	30	–	–	﹤0.01%	258
2021 Q4	$4K	Sell	30 -104	-78%	-$14.2K	﹤0.01%	478
2021 Q3	$21K	Hold	134	–	–	﹤0.01%	357
2021 Q2	$27K	Sell	134 -74	-36%	-$14.8K	﹤0.01%	334
2021 Q1	$40K	Hold	208	–	–	﹤0.01%	195
2020 Q4	$44K	Hold	208	–	–	﹤0.01%	123
2020 Q3	$44K	Hold	208	–	–	﹤0.01%	87
2020 Q2	$36K	Hold	208	–	–	﹤0.01%	86
2020 Q1	$29K	Hold	208	–	–	﹤0.01%	94
2019 Q4	$29K	Hold	208	–	–	﹤0.01%	110
2019 Q3	$24K	Hold	208	–	–	﹤0.01%	116
2019 Q2	$25K	Sell	208 -117	-36%	-$13.2K	﹤0.01%	117
2019 Q1	$36K	Buy	+325	New	+$34.7K	﹤0.01%	102

Other funds holding LHCG

LIC

Laurus Investment Counsel Toronto, Canada $102M AUM 0% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Sageworth Trust's LHCG Position: Q1 2023 in Review

Sageworth Trust sold out of LHC Group LLC (LHCG) in Q1 2023, closing a stake of 30 shares — an estimated $5K sold.

Sageworth Trust first reported a position in LHCG in Q1 2019 and held it in 16 quarters. The position peaked at $44K in Q4 2020. 2 funds tracked by Wall St. Rank hold LHCG as of Q1 2023.

Sageworth Trust reported no remaining LHC Group LLC position as of Q1 2023 after selling out during the quarter.
Sageworth Trust sold 30 LHC Group LLC shares in Q1 2023, an estimated $5K.
Sageworth Trust first reported a position in LHC Group LLC in Q1 2019 and held it in 16 quarters.
Sageworth Trust's LHC Group LLC position peaked at $44K in Q4 2020.
2 funds tracked by Wall St. Rank held LHC Group LLC as of Q1 2023.

Based on Sageworth Trust's 13F filing for Q1 2023, filed 8 May 2023.