SFS
LHCG

Sowell Financial Services’s LHC Group LLC LHCG Stock Holding History

Sowell Financial Services’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
-14
Closed -$3K – 3375
2020
Q4 		$3K Hold
14
– – ﹤0.01% 2428
2020
Q3 		$3K Hold
14
– – ﹤0.01% 2177
2020
Q2 		$2K Sell
14
-25
-64% -$3.67K ﹤0.01% 2225
2020
Q1 		$5K Sell
39
-8
-17% -$1.11K ﹤0.01% 1851
2019
Q4 		$6K Sell
47
-8
-15% -$995 ﹤0.01% 1878
2019
Q3 		$6K Buy
+55
New +$6.63K ﹤0.01% 1730

Other funds holding LHCG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Dimensional Fund Advisors
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
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Sowell Financial Services's LHCG Position: Q1 2021 in Review

Sowell Financial Services sold out of LHC Group LLC (LHCG) in Q1 2021, closing a stake of 14 shares — an estimated $3K sold.

Sowell Financial Services first reported a position in LHCG in Q3 2019 and held it in 6 quarters. The position peaked at $6K in Q4 2019. 329 funds tracked by Wall St. Rank hold LHCG as of Q1 2021.

  • Sowell Financial Services reported no remaining LHC Group LLC position as of Q1 2021 after selling out during the quarter.
  • Sowell Financial Services sold 14 LHC Group LLC shares in Q1 2021, an estimated $3K.
  • Sowell Financial Services first reported a position in LHC Group LLC in Q3 2019 and held it in 6 quarters.
  • Sowell Financial Services's LHC Group LLC position peaked at $6K in Q4 2019.
  • 329 funds tracked by Wall St. Rank held LHC Group LLC as of Q1 2021.

Based on Sowell Financial Services's 13F filing for Q1 2021, filed 7 May 2021.