Willingdon Wealth Management’s LHC Group LLC LHCG Stock Holding History

Willingdon Wealth Management’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
2020 Q1	$64K	Hold	457	–	–	0.02%	147
2019 Q4	$63K	Hold	457	–	–	0.01%	163
2019 Q3	$52K	Hold	457	–	–	0.01%	170
2019 Q2	$55K	Hold	457	–	–	0.01%	165
2019 Q1	$51K	Hold	457	–	–	0.01%	175
2018 Q4	$43K	Hold	457	–	–	0.01%	189
2018 Q3	$47K	Hold	457	–	–	0.01%	209
2018 Q2	$39K	Buy	+457	New	+$34.8K	0.01%	195

Other funds holding LHCG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Willingdon Wealth Management's LHCG Position: Q1 2020 in Review

Willingdon Wealth Management held its LHC Group LLC (LHCG) position steady in Q1 2020 at 457 shares worth $64K. The position accounts for 0.02% of the portfolio, ranked #147.

Willingdon Wealth Management first reported a position in LHCG in Q2 2018 and has held it in 8 quarters since. 285 funds tracked by Wall St. Rank hold LHCG as of Q1 2020.

Willingdon Wealth Management held 457 shares of LHC Group LLC worth $64K as of Q1 2020.
Willingdon Wealth Management left its LHC Group LLC share count unchanged in Q1 2020.
LHC Group LLC made up 0.02% of Willingdon Wealth Management's portfolio in Q1 2020, its #147 holding.
Willingdon Wealth Management first reported a position in LHC Group LLC in Q2 2018 and has held it in 8 quarters since.
285 funds tracked by Wall St. Rank held LHC Group LLC as of Q1 2020.

Based on Willingdon Wealth Management's 13F filing for Q1 2020, filed 21 Apr 2020.