Sumitomo Mitsui Trust Group
LHCG

Sumitomo Mitsui Trust Group’s LHC Group LLC LHCG Stock Holding History

Sumitomo Mitsui Trust Group’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
2023
Q1 		– Sell
-29,566
Closed -$4.78M – 1207
2022
Q4 		$4.78M Hold
29,566
– – ﹤0.01% 848
2022
Q3 		$4.84M Sell
29,566
-208,535
-88% -$33.8M ﹤0.01% 846
2022
Q2 		$37.1M Sell
238,101
-287,615
-55% -$47.4M 0.03% 599
2022
Q1 		$88.6M Buy
525,716
+100,067
+24% +$13.4M 0.06% 358
2021
Q4 		$58.4M Buy
425,649
+28,914
+7% +$3.95M 0.04% 494
2021
Q3 		$62.3M Buy
396,735
+15,617
+4% +$2.93M 0.04% 475
2021
Q2 		$76.3M Buy
381,118
+52,742
+16% +$10.6M 0.05% 420
2021
Q1 		$62.8M Buy
328,376
+757
+0.2% +$152K 0.04% 472
2020
Q4 		$69.9M Buy
327,619
+100,522
+44% +$21.4M 0.05% 428
2020
Q3 		$48.3M Sell
227,097
-56,988
-20% -$11.2M 0.03% 494
2020
Q2 		$49.5M Sell
284,085
-85,087
-23% -$12.5M 0.04% 497
2020
Q1 		$51.8M Sell
369,172
-779
-0.2% -$109K 0.04% 431
2019
Q4 		$51M Buy
369,951
+67,405
+22% +$8.39M 0.04% 479
2019
Q3 		$34.4M Buy
302,546
+17,780
+6% +$2.14M 0.03% 548
2019
Q2 		$34.1M Buy
284,766
+100,989
+55% +$11.4M 0.03% 547
2019
Q1 		$20.4M Buy
+183,777
New +$19.6M 0.02% 630

Other funds holding LHCG

LIC
Laurus Investment Counsel Toronto, Canada $102M AUM 0% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Sumitomo Mitsui Trust Group's LHCG Position: Q1 2023 in Review

Sumitomo Mitsui Trust Group sold out of LHC Group LLC (LHCG) in Q1 2023, closing a stake of 29,566 shares — an estimated $4.78M sold.

Sumitomo Mitsui Trust Group first reported a position in LHCG in Q1 2019 and held it in 16 quarters. The position peaked at $88.6M in Q1 2022. 2 funds tracked by Wall St. Rank hold LHCG as of Q1 2023.

  • Sumitomo Mitsui Trust Group reported no remaining LHC Group LLC position as of Q1 2023 after selling out during the quarter.
  • Sumitomo Mitsui Trust Group sold 29,566 LHC Group LLC shares in Q1 2023, an estimated $4.78M.
  • Sumitomo Mitsui Trust Group first reported a position in LHC Group LLC in Q1 2019 and held it in 16 quarters.
  • Sumitomo Mitsui Trust Group's LHC Group LLC position peaked at $88.6M in Q1 2022.
  • 2 funds tracked by Wall St. Rank held LHC Group LLC as of Q1 2023.

Based on Sumitomo Mitsui Trust Group's 13F filing for Q1 2023, filed 27 Apr 2023.