Security National Trust’s LHC Group LLC LHCG Stock Holding History

Security National 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
2021 Q3	$200K	Hold	1,000	–	–	0.05%	157
2021 Q2	$200K	Hold	1,000	–	–	0.04%	162
2021 Q1	$191K	Hold	1,000	–	–	0.04%	166
2020 Q4	$213K	Hold	1,000	–	–	0.05%	159
2020 Q3	$213K	Hold	1,000	–	–	0.06%	151
2020 Q2	$174K	Hold	1,000	–	–	0.05%	162
2020 Q1	$140K	Hold	1,000	–	–	0.05%	162
2019 Q4	$138K	Hold	1,000	–	–	0.04%	191
2019 Q3	$114K	Hold	1,000	–	–	0.04%	197
2019 Q2	$120K	Buy	+1,000	New	+$113K	0.04%	191

Other funds holding LHCG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

BCIM

British Columbia Investment Management Victoria, British Columbia, Canada $16B AUM 37.57% 1-Year Est. Return

EVM

Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

GCM

Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return

Security National Trust's LHCG Position: Q3 2021 in Review

Security National Trust held its LHC Group LLC (LHCG) position steady in Q3 2021 at 1,000 shares worth $200K. The position accounts for 0.05% of the portfolio, ranked #157.

Security National Trust first reported a position in LHCG in Q2 2019 and has held it in 10 quarters since. The position peaked at $213K in Q4 2020. 331 funds tracked by Wall St. Rank hold LHCG as of Q3 2021.

Security National Trust held 1,000 shares of LHC Group LLC worth $200K as of Q3 2021.
Security National Trust left its LHC Group LLC share count unchanged in Q3 2021.
LHC Group LLC made up 0.05% of Security National Trust's portfolio in Q3 2021, its #157 holding.
Security National Trust first reported a position in LHC Group LLC in Q2 2019 and has held it in 10 quarters since.
Security National Trust's LHC Group LLC position peaked at $213K in Q4 2020.
331 funds tracked by Wall St. Rank held LHC Group LLC as of Q3 2021.

Based on Security National Trust's 13F filing for Q3 2021, filed 4 Oct 2021.