U
LHCG

UBS’s LHC Group LLC LHCG Stock Holding History

UBS’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
2014
Q3 		$2K Sell
103
-2,200
-96% -$52K ﹤0.01% 10039
2014
Q2 		$49K Buy
+2,303
New +$48.1K ﹤0.01% 6893
2014
Q1 		– Sell
-1,509
Closed -$36K – 10947
2013
Q4 		$36K Sell
1,509
-1,203
-44% -$27.1K ﹤0.01% 7402
2013
Q3 		$64K Sell
2,712
-868
-24% -$19.9K ﹤0.01% 6544
2013
Q2 		$70K Buy
+3,580
New +$79K ﹤0.01% 6334

Other funds holding LHCG

CCM
Coliseum Capital Management Rowayton, Connecticut $1.22B AUM 18.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
CAM
Cortina Asset Management Milwaukee, Wisconsin $1.62B AUM 15.44% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

UBS's LHCG Position: Q3 2014 in Review

UBS reduced its LHC Group LLC (LHCG) stake by 96% in Q3 2014, selling an estimated $52K and leaving 103 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #10039.

UBS first reported a position in LHCG in Q2 2013 and has held it in 5 quarters since. The position peaked at $70K in Q2 2013. 117 funds tracked by Wall St. Rank hold LHCG as of Q3 2014.

  • UBS held 103 shares of LHC Group LLC worth $2K as of Q3 2014.
  • UBS sold 2,200 LHC Group LLC shares in Q3 2014, an estimated $52K.
  • LHC Group LLC made up ﹤0.01% of UBS's portfolio in Q3 2014, its #10039 holding.
  • UBS first reported a position in LHC Group LLC in Q2 2013 and has held it in 5 quarters since.
  • UBS's LHC Group LLC position peaked at $70K in Q2 2013.
  • 117 funds tracked by Wall St. Rank held LHC Group LLC as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.