SPIA
LHCG

Steward Partners Investment Advisory’s LHC Group LLC LHCG Stock Holding History

Steward Partners Investment Advisory’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
-35
Closed -$6K – 3488
2022
Q3 		$6K Sell
35
-2
-5% -$324 ﹤0.01% 2733
2022
Q2 		$6K Sell
37
-104
-74% -$17.1K ﹤0.01% 2737
2022
Q1 		$24K Sell
141
-6,688
-98% -$894K ﹤0.01% 2287
2021
Q4 		$937K Buy
6,829
+6,794
+19,411% +$928K 0.01% 720
2021
Q3 		$5K Hold
35
– – ﹤0.01% 2837
2021
Q2 		$7K Hold
35
– – ﹤0.01% 6397
2021
Q1 		$6.69K Hold
35
– – ﹤0.01% 2935
2020
Q4 		$7K Hold
35
– – ﹤0.01% 2439
2020
Q3 		$7K Hold
35
– – ﹤0.01% 2286
2020
Q2 		$6K Hold
35
– – ﹤0.01% 2240
2020
Q1 		$4K Hold
35
– – ﹤0.01% 2180
2019
Q4 		$4K Buy
+35
New +$4.36K ﹤0.01% 2327

Other funds holding LHCG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity International
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
JP Morgan Chase
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Steward Partners Investment Advisory's LHCG Position: Q4 2022 in Review

Steward Partners Investment Advisory sold out of LHC Group LLC (LHCG) in Q4 2022, closing a stake of 35 shares — an estimated $6K sold.

Steward Partners Investment Advisory first reported a position in LHCG in Q4 2019 and held it in 12 quarters. The position peaked at $937K in Q4 2021. 313 funds tracked by Wall St. Rank hold LHCG as of Q4 2022.

  • Steward Partners Investment Advisory reported no remaining LHC Group LLC position as of Q4 2022 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 35 LHC Group LLC shares in Q4 2022, an estimated $6K.
  • Steward Partners Investment Advisory first reported a position in LHC Group LLC in Q4 2019 and held it in 12 quarters.
  • Steward Partners Investment Advisory's LHC Group LLC position peaked at $937K in Q4 2021.
  • 313 funds tracked by Wall St. Rank held LHC Group LLC as of Q4 2022.

Based on Steward Partners Investment Advisory's 13F filing for Q4 2022, filed 15 Feb 2023.