UFF
LHCG

USA Financial Formulas’s LHC Group LLC LHCG Stock Holding History

USA Financial Formulas’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
2021
Q1 		– Sell
-271
Closed -$58K – 444
2020
Q4 		$58K Sell
271
-475
-64% -$101K 0.05% 171
2020
Q3 		$159K Buy
+746
New +$147K 0.12% 108
2019
Q1 		– Sell
-3,681
Closed -$379K – 369
2018
Q4 		$379K Buy
+3,681
New +$352K 0.09% 161
2017
Q4 		– Sell
-5,225
Closed -$371K – 356
2017
Q3 		$371K Sell
5,225
-4,521
-46% -$290K 0.09% 202
2017
Q2 		$662K Buy
+9,746
New +$582K 0.16% 131
2016
Q1 		– Sell
-14,747
Closed -$668K – 122
2015
Q4 		$668K Buy
14,747
+322
+2% +$14.7K 0.27% 34
2015
Q3 		$646K Buy
+14,425
New +$634K 0.42% 36

Other funds holding LHCG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

USA Financial Formulas's LHCG Position: Q1 2021 in Review

USA Financial Formulas sold out of LHC Group LLC (LHCG) in Q1 2021, closing a stake of 271 shares — an estimated $58K sold.

USA Financial Formulas first reported a position in LHCG in Q3 2015 and held it in 7 quarters. The position peaked at $668K in Q4 2015. 330 funds tracked by Wall St. Rank hold LHCG as of Q1 2021.

  • USA Financial Formulas reported no remaining LHC Group LLC position as of Q1 2021 after selling out during the quarter.
  • USA Financial Formulas sold 271 LHC Group LLC shares in Q1 2021, an estimated $58K.
  • USA Financial Formulas first reported a position in LHC Group LLC in Q3 2015 and held it in 7 quarters.
  • USA Financial Formulas's LHC Group LLC position peaked at $668K in Q4 2015.
  • 330 funds tracked by Wall St. Rank held LHC Group LLC as of Q1 2021.

Based on USA Financial Formulas's 13F filing for Q1 2021, filed 6 May 2021.