WT
LHCG

Whittier Trust’s LHC Group LLC LHCG Stock Holding History

Whittier Trust’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
2022
Q4 		– Sell
-35
Closed -$6K – 1753
2022
Q3 		$6K Sell
35
-19
-35% -$3.08K ﹤0.01% 1438
2022
Q2 		$8K Buy
54
+19
+54% +$3.13K ﹤0.01% 1368
2022
Q1 		$6K Buy
+35
New +$4.68K ﹤0.01% 1439

Other funds holding LHCG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
AAM
Alpine Associates Management Palm Beach, Florida $1.7B AUM 97.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
WCMNY
Westchester Capital Management (New York) Valhalla, New York $2.21B AUM 26.02% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Whittier Trust's LHCG Position: Q4 2022 in Review

Whittier Trust sold out of LHC Group LLC (LHCG) in Q4 2022, closing a stake of 35 shares — an estimated $6K sold.

Whittier Trust first reported a position in LHCG in Q1 2022 and held it in 3 quarters. The position peaked at $8K in Q2 2022. 313 funds tracked by Wall St. Rank hold LHCG as of Q4 2022.

  • Whittier Trust reported no remaining LHC Group LLC position as of Q4 2022 after selling out during the quarter.
  • Whittier Trust sold 35 LHC Group LLC shares in Q4 2022, an estimated $6K.
  • Whittier Trust first reported a position in LHC Group LLC in Q1 2022 and held it in 3 quarters.
  • Whittier Trust's LHC Group LLC position peaked at $8K in Q2 2022.
  • 313 funds tracked by Wall St. Rank held LHC Group LLC as of Q4 2022.

Based on Whittier Trust's 13F filing for Q4 2022, filed 25 Jan 2023.