SGI
LHCG

Summit Global Investments’s LHC Group LLC LHCG Stock Holding History

Summit Global Investments’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
2019
Q1 		– Sell
-6,500
Closed -$610K – 315
2018
Q4 		$610K Sell
6,500
-2,100
-24% -$201K 0.09% 207
2018
Q3 		$886K Buy
8,600
+200
+2% +$18.7K 0.12% 136
2018
Q2 		$719K Sell
8,400
-1,100
-12% -$83.8K 0.11% 136
2018
Q1 		$585K Buy
+9,500
New +$600K 0.09% 157

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Summit Global Investments's LHCG Position: Q1 2019 in Review

Summit Global Investments sold out of LHC Group LLC (LHCG) in Q1 2019, closing a stake of 6,500 shares — an estimated $610K sold.

Summit Global Investments first reported a position in LHCG in Q1 2018 and held it in 4 quarters. The position peaked at $886K in Q3 2018. 275 funds tracked by Wall St. Rank hold LHCG as of Q1 2019.

  • Summit Global Investments reported no remaining LHC Group LLC position as of Q1 2019 after selling out during the quarter.
  • Summit Global Investments sold 6,500 LHC Group LLC shares in Q1 2019, an estimated $610K.
  • Summit Global Investments first reported a position in LHC Group LLC in Q1 2018 and held it in 4 quarters.
  • Summit Global Investments's LHC Group LLC position peaked at $886K in Q3 2018.
  • 275 funds tracked by Wall St. Rank held LHC Group LLC as of Q1 2019.

Based on Summit Global Investments's 13F filing for Q1 2019, filed 14 May 2019.