SSWM
LHCG

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
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return