UCFA
LHCG

United Capital Financial Advisors’s LHC Group LLC LHCG Stock Holding History

United Capital Financial Advisors’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
-3,240
Closed -$524K – 1098
2022
Q4 		$524K Buy
3,240
+32
+1% +$5.29K ﹤0.01% 745
2022
Q3 		$525K Sell
3,208
-42
-1% -$6.81K ﹤0.01% 748
2022
Q2 		$506K Sell
3,250
-51
-2% -$8.4K ﹤0.01% 793
2022
Q1 		$557K Buy
3,301
+99
+3% +$13.2K ﹤0.01% 812
2021
Q4 		$439K Hold
3,202
– – ﹤0.01% 900
2021
Q3 		$502K Hold
3,202
– – ﹤0.01% 857
2021
Q2 		$641K Sell
3,202
-1
-0% -$201 ﹤0.01% 808
2021
Q1 		$612K Hold
3,203
– – ﹤0.01% 795
2020
Q4 		$683K Hold
3,203
– – ﹤0.01% 771
2020
Q3 		$681K Sell
3,203
-90
-3% -$17.8K ﹤0.01% 759
2020
Q2 		$574K Hold
3,293
– – ﹤0.01% 819
2020
Q1 		$462K Sell
3,293
-915
-22% -$127K ﹤0.01% 849
2019
Q4 		$580K Hold
4,208
– – ﹤0.01% 944
2019
Q3 		$478K Hold
4,208
– – ﹤0.01% 967
2019
Q2 		$503K Hold
4,208
– – ﹤0.01% 1048
2019
Q1 		$466K Hold
4,208
– – ﹤0.01% 1001
2018
Q4 		$395K Buy
4,208
+915
+28% +$87.5K ﹤0.01% 980
2018
Q3 		$339K Hold
3,293
– – ﹤0.01% 1065
2018
Q2 		$282K Buy
+3,293
New +$251K ﹤0.01% 1103

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

United Capital Financial Advisors's LHCG Position: Q1 2023 in Review

United Capital Financial Advisors sold out of LHC Group LLC (LHCG) in Q1 2023, closing a stake of 3,240 shares — an estimated $524K sold.

United Capital Financial Advisors first reported a position in LHCG in Q2 2018 and held it in 19 quarters. The position peaked at $683K in Q4 2020. 2 funds tracked by Wall St. Rank hold LHCG as of Q1 2023.

  • United Capital Financial Advisors reported no remaining LHC Group LLC position as of Q1 2023 after selling out during the quarter.
  • United Capital Financial Advisors sold 3,240 LHC Group LLC shares in Q1 2023, an estimated $524K.
  • United Capital Financial Advisors first reported a position in LHC Group LLC in Q2 2018 and held it in 19 quarters.
  • United Capital Financial Advisors's LHC Group LLC position peaked at $683K in Q4 2020.
  • 2 funds tracked by Wall St. Rank held LHC Group LLC as of Q1 2023.

Based on United Capital Financial Advisors's 13F filing for Q1 2023, filed 15 May 2023.