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

Selective 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
2022 Q4	–	Sell	-915	Closed	-$150K	–	785
2022 Q3	$150K	Hold	915	–	–	0.06%	159
2022 Q2	$143K	Hold	915	–	–	0.05%	182
2022 Q1	$154K	Hold	915	–	–	0.06%	161
2021 Q4	$126K	Hold	915	–	–	0.05%	170
2021 Q3	$144K	Hold	915	–	–	0.08%	138
2021 Q2	$183K	Hold	915	–	–	0.15%	73
2021 Q1	$175K	Hold	915	–	–	0.16%	58
2020 Q4	$195K	Hold	915	–	–	0.13%	60
2020 Q3	$194K	Hold	915	–	–	0.15%	48
2020 Q2	$160K	Buy	+915	New	+$134K	0.13%	56

Other funds holding LHCG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

AAM

Alpine Associates Management Palm Beach, Florida $1.7B AUM 97.55% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

WCMNY

Westchester Capital Management (New York) Valhalla, New York $2.21B AUM 26.02% 1-Year Est. Return

FCM

Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Selective Wealth Management's LHCG Position: Q4 2022 in Review

Selective Wealth Management sold out of LHC Group LLC (LHCG) in Q4 2022, closing a stake of 915 shares — an estimated $150K sold.

Selective Wealth Management first reported a position in LHCG in Q2 2020 and held it in 10 quarters. The position peaked at $195K in Q4 2020. 313 funds tracked by Wall St. Rank hold LHCG as of Q4 2022.

Selective Wealth Management reported no remaining LHC Group LLC position as of Q4 2022 after selling out during the quarter.
Selective Wealth Management sold 915 LHC Group LLC shares in Q4 2022, an estimated $150K.
Selective Wealth Management first reported a position in LHC Group LLC in Q2 2020 and held it in 10 quarters.
Selective Wealth Management's LHC Group LLC position peaked at $195K in Q4 2020.
313 funds tracked by Wall St. Rank held LHC Group LLC as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.