Wellington Management Group
LHCG

Wellington Management Group’s LHC Group LLC LHCG Stock Holding History

Wellington Management Group’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
-65,694
Closed -$10.6M – 2154
2022
Q4 		$10.6M Sell
65,694
-68,691
-51% -$11.3M ﹤0.01% 1073
2022
Q3 		$22M Sell
134,385
-350,033
-72% -$56.8M ﹤0.01% 884
2022
Q2 		$75.4M Sell
484,418
-1,620,588
-77% -$267M 0.02% 597
2022
Q1 		$355M Sell
2,105,006
-50,928
-2% -$6.81M 0.06% 271
2021
Q4 		$296M Sell
2,155,934
-1,125,088
-34% -$154M 0.05% 344
2021
Q3 		$515M Buy
3,281,022
+85,022
+3% +$16M 0.09% 219
2021
Q2 		$640M Sell
3,196,000
-60,069
-2% -$12M 0.11% 200
2021
Q1 		$623M Buy
3,256,069
+212,309
+7% +$42.5M 0.11% 196
2020
Q4 		$649M Sell
3,043,760
-1,946
-0.1% -$414K 0.12% 176
2020
Q3 		$647M Buy
3,045,706
+1,182,598
+63% +$233M 0.13% 148
2020
Q2 		$325M Buy
1,863,108
+761,834
+69% +$112M 0.07% 244
2020
Q1 		$154M Buy
1,101,274
+86,247
+8% +$12M 0.04% 361
2019
Q4 		$140M Sell
1,015,027
-259,002
-20% -$32.2M 0.03% 486
2019
Q3 		$145M Sell
1,274,029
-220,371
-15% -$26.6M 0.03% 448
2019
Q2 		$179M Buy
1,494,400
+10,238
+0.7% +$1.15M 0.04% 395
2019
Q1 		$165M Buy
1,484,162
+12,644
+0.9% +$1.35M 0.04% 408
2018
Q4 		$138M Buy
1,471,518
+456,588
+45% +$43.7M 0.03% 420
2018
Q3 		$105M Buy
1,014,930
+231,641
+30% +$21.7M 0.02% 571
2018
Q2 		$67M Buy
+783,289
New +$59.7M 0.01% 702
2018
Q1 		– Sell
-19,406
Closed -$1.19M – 2356
2017
Q4 		$1.19M Sell
19,406
-9,831
-34% -$650K ﹤0.01% 1863
2017
Q3 		$2.07M Buy
29,237
+12,482
+74% +$801K ﹤0.01% 1715
2017
Q2 		$1.14M Buy
+16,755
New +$1M ﹤0.01% 1853
2014
Q1 		– Sell
-122,500
Closed -$2.94M – 2251
2013
Q4 		$2.94M Sell
122,500
-900
-0.7% -$20.3K ﹤0.01% 1611
2013
Q3 		$2.9M Sell
123,400
-237,500
-66% -$5.44M ﹤0.01% 1574
2013
Q2 		$7.07M Buy
+360,900
New +$7.96M ﹤0.01% 1310

Other funds holding LHCG

LIC
Laurus Investment Counsel Toronto, Canada $102M AUM 0% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

Wellington Management Group's LHCG Position: Q1 2023 in Review

Wellington Management Group sold out of LHC Group LLC (LHCG) in Q1 2023, closing a stake of 65,694 shares — an estimated $10.6M sold.

Wellington Management Group first reported a position in LHCG in Q2 2013 and held it in 25 quarters. The position peaked at $649M in Q4 2020. 2 funds tracked by Wall St. Rank hold LHCG as of Q1 2023.

  • Wellington Management Group reported no remaining LHC Group LLC position as of Q1 2023 after selling out during the quarter.
  • Wellington Management Group sold 65,694 LHC Group LLC shares in Q1 2023, an estimated $10.6M.
  • Wellington Management Group first reported a position in LHC Group LLC in Q2 2013 and held it in 25 quarters.
  • Wellington Management Group's LHC Group LLC position peaked at $649M in Q4 2020.
  • 2 funds tracked by Wall St. Rank held LHC Group LLC as of Q1 2023.

Based on Wellington Management Group's 13F filing for Q1 2023, filed 12 May 2023.