WRF
LHCG

Waddell & Reed Financial’s LHC Group LLC LHCG Stock Holding History

Waddell & Reed Financial’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 		$53.6M Buy
280,269
+8,089
+3% +$1.62M 0.11% 221
2020
Q4 		$58.1M Buy
272,180
+27,795
+11% +$5.92M 0.12% 194
2020
Q3 		$51.9M Sell
244,385
-120,770
-33% -$23.8M 0.12% 194
2020
Q2 		$63.7M Buy
365,155
+12,376
+4% +$1.82M 0.16% 159
2020
Q1 		$49.5M Sell
352,779
-30,057
-8% -$4.19M 0.16% 160
2019
Q4 		$52.7M Sell
382,836
-33,436
-8% -$4.16M 0.13% 193
2019
Q3 		$47.3M Sell
416,272
-14,205
-3% -$1.71M 0.12% 197
2019
Q2 		$51.5M Buy
430,477
+4,509
+1% +$509K 0.13% 198
2019
Q1 		$47.2M Sell
425,968
-67,905
-14% -$7.25M 0.12% 215
2018
Q4 		$46.4M Sell
493,873
-32,765
-6% -$3.13M 0.13% 204
2018
Q3 		$54.2M Buy
526,638
+238
+0% +$22.3K 0.12% 198
2018
Q2 		$45.1M Buy
526,400
+23,200
+5% +$1.77M 0.1% 225
2018
Q1 		$31M Buy
+503,200
New +$31.8M 0.07% 274

Other funds holding LHCG

BlackRock
BlackRock New York $5.7T 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 $653B AUM 32.41% 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