SIP
LHCG

Stoneridge Investment Partners’s LHC Group LLC LHCG Stock Holding History

Stoneridge Investment Partners’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
2018
Q2 		– Sell
-6,734
Closed -$415K – 198
2018
Q1 		$415K Hold
6,734
– – 0.07% 130
2017
Q4 		$412K Buy
+6,734
New +$445K 0.07% 139

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
RCAMU
Rothschild & Co Asset Management US Stamford, Connecticut $6.58B AUM 4.5% 1-Year Est. Return

Stoneridge Investment Partners's LHCG Position: Q2 2018 in Review

Stoneridge Investment Partners sold out of LHC Group LLC (LHCG) in Q2 2018, closing a stake of 6,734 shares — an estimated $415K sold.

Stoneridge Investment Partners first reported a position in LHCG in Q4 2017 and held it in 2 quarters. The position peaked at $415K in Q1 2018. 240 funds tracked by Wall St. Rank hold LHCG as of Q2 2018.

  • Stoneridge Investment Partners reported no remaining LHC Group LLC position as of Q2 2018 after selling out during the quarter.
  • Stoneridge Investment Partners sold 6,734 LHC Group LLC shares in Q2 2018, an estimated $415K.
  • Stoneridge Investment Partners first reported a position in LHC Group LLC in Q4 2017 and held it in 2 quarters.
  • Stoneridge Investment Partners's LHC Group LLC position peaked at $415K in Q1 2018.
  • 240 funds tracked by Wall St. Rank held LHC Group LLC as of Q2 2018.

Based on Stoneridge Investment Partners's 13F filing for Q2 2018, filed 31 Jul 2018.