VFA
LHCG

Values First Advisors’s LHC Group LLC LHCG Stock Holding History

Values First 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
-2,409
Closed -$389K – 402
2022
Q4 		$389K Buy
2,409
+15
+0.6% +$2.48K 0.27% 101
2022
Q3 		$392K Buy
2,394
+76
+3% +$12.3K 0.28% 97
2022
Q2 		$361K Sell
2,318
-172
-7% -$28.3K 0.26% 104
2022
Q1 		$420K Buy
2,490
+166
+7% +$22.2K 0.27% 104
2021
Q4 		$319K Sell
2,324
-179
-7% -$24.5K 0.19% 128
2021
Q3 		$393K Buy
2,503
+81
+3% +$15.2K 0.25% 108
2021
Q2 		$485K Sell
2,422
-43
-2% -$8.62K 0.33% 101
2021
Q1 		$471K Buy
2,465
+52
+2% +$10.4K 0.35% 95
2020
Q4 		$515K Sell
2,413
-107
-4% -$22.8K 0.41% 83
2020
Q3 		$536K Sell
2,520
-2,688
-52% -$530K 0.49% 69
2020
Q2 		$908K Sell
5,208
-167
-3% -$24.5K 0.9% 46
2020
Q1 		$754K Buy
5,375
+313
+6% +$43.6K 0.9% 42
2019
Q4 		$697K Buy
+5,062
New +$630K 0.67% 53

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

Values First Advisors's LHCG Position: Q1 2023 in Review

Values First Advisors sold out of LHC Group LLC (LHCG) in Q1 2023, closing a stake of 2,409 shares — an estimated $389K sold.

Values First Advisors first reported a position in LHCG in Q4 2019 and held it in 13 quarters. The position peaked at $908K in Q2 2020. 2 funds tracked by Wall St. Rank hold LHCG as of Q1 2023.

  • Values First Advisors reported no remaining LHC Group LLC position as of Q1 2023 after selling out during the quarter.
  • Values First Advisors sold 2,409 LHC Group LLC shares in Q1 2023, an estimated $389K.
  • Values First Advisors first reported a position in LHC Group LLC in Q4 2019 and held it in 13 quarters.
  • Values First Advisors's LHC Group LLC position peaked at $908K in Q2 2020.
  • 2 funds tracked by Wall St. Rank held LHC Group LLC as of Q1 2023.

Based on Values First Advisors's 13F filing for Q1 2023, filed 15 May 2023.