Sheets Smith Wealth Management’s LHC Group LLC LHCG Stock Holding History

Sheets Smith 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
2021 Q1	–	Sell	-3,340	Closed	-$712K	–	352
2020 Q4	$712K	Buy	3,340 +71	+2%	+$15.1K	0.11%	165
2020 Q3	$695K	Buy	+3,269	New	+$645K	0.12%	150
2020 Q2	–	Sell	-7,538	Closed	-$1.06M	–	294
2020 Q1	$1.06M	Sell	7,538 -475	-6%	-$66.2K	0.22%	104
2019 Q4	$1.1M	Buy	8,013 +2,035	+34%	+$253K	0.21%	115
2019 Q3	$679K	Buy	5,978 +220	+4%	+$26.5K	0.14%	162
2019 Q2	$689K	Sell	5,758 -68	-1%	-$7.67K	0.14%	159
2019 Q1	$646K	Buy	5,826 +1,295	+29%	+$138K	0.14%	166
2018 Q4	$425K	Sell	4,531 -3	-0.1%	-$287	0.11%	178
2018 Q3	$467K	Buy	4,534 +87	+2%	+$8.14K	0.1%	226
2018 Q2	$381K	Buy	+4,447	New	+$339K	0.09%	234

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Sheets Smith Wealth Management's LHCG Position: Q1 2021 in Review

Sheets Smith Wealth Management sold out of LHC Group LLC (LHCG) in Q1 2021, closing a stake of 3,340 shares — an estimated $712K sold.

Sheets Smith Wealth Management first reported a position in LHCG in Q2 2018 and held it in 10 quarters. The position peaked at $1.1M in Q4 2019. 329 funds tracked by Wall St. Rank hold LHCG as of Q1 2021.

Sheets Smith Wealth Management reported no remaining LHC Group LLC position as of Q1 2021 after selling out during the quarter.
Sheets Smith Wealth Management sold 3,340 LHC Group LLC shares in Q1 2021, an estimated $712K.
Sheets Smith Wealth Management first reported a position in LHC Group LLC in Q2 2018 and held it in 10 quarters.
Sheets Smith Wealth Management's LHC Group LLC position peaked at $1.1M in Q4 2019.
329 funds tracked by Wall St. Rank held LHC Group LLC as of Q1 2021.

Based on Sheets Smith Wealth Management's 13F filing for Q1 2021, filed 23 Apr 2021.