WSFS
LHCG

Wilmington Savings Fund Society’s LHC Group LLC LHCG Stock Holding History

Wilmington Savings Fund Society’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
-18,041
Closed -$2.92M – 363
2022
Q4 		$2.92M Sell
18,041
-722
-4% -$119K 0.13% 142
2022
Q3 		$3.07M Sell
18,763
-587
-3% -$95.2K 0.15% 132
2022
Q2 		$3.01M Sell
19,350
-1,138
-6% -$187K 0.14% 136
2022
Q1 		$3.45M Sell
20,488
-199
-1% -$26.6K 0.13% 138
2021
Q4 		$2.84M Sell
20,687
-224
-1% -$30.6K 0.1% 156
2021
Q3 		$3.28M Buy
20,911
+109
+0.5% +$20.5K 0.13% 143
2021
Q2 		$4.17M Buy
20,802
+44
+0.2% +$8.82K 0.16% 126
2021
Q1 		$3.97M Buy
20,758
+20
+0.1% +$4K 0.16% 129
2020
Q4 		$4.42M Sell
20,738
-461
-2% -$98.2K 0.19% 116
2020
Q3 		$4.51M Sell
21,199
-257
-1% -$50.7K 0.21% 108
2020
Q2 		$3.74M Sell
21,456
-19,129
-47% -$2.81M 0.18% 126
2020
Q1 		$5.69M Buy
40,585
+410
+1% +$57.1K 0.33% 89
2019
Q4 		$5.53M Buy
40,175
+485
+1% +$60.4K 0.28% 103
2019
Q3 		$4.51M Sell
39,690
-75
-0.2% -$9.04K 0.25% 112
2019
Q2 		$4.75M Buy
39,765
+1,428
+4% +$161K 0.26% 115
2019
Q1 		$4.25M Sell
38,337
-9,845
-20% -$1.05M 0.23% 119
2018
Q4 		$4.52M Buy
48,182
+159
+0.3% +$15.2K 0.27% 112
2018
Q3 		$4.95M Sell
48,023
-1,938
-4% -$181K 0.26% 117
2018
Q2 		$4.28M Buy
+49,961
New +$3.81M 0.24% 125

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

Wilmington Savings Fund Society's LHCG Position: Q1 2023 in Review

Wilmington Savings Fund Society sold out of LHC Group LLC (LHCG) in Q1 2023, closing a stake of 18,041 shares — an estimated $2.92M sold.

Wilmington Savings Fund Society first reported a position in LHCG in Q2 2018 and held it in 19 quarters. The position peaked at $5.69M in Q1 2020. 2 funds tracked by Wall St. Rank hold LHCG as of Q1 2023.

  • Wilmington Savings Fund Society reported no remaining LHC Group LLC position as of Q1 2023 after selling out during the quarter.
  • Wilmington Savings Fund Society sold 18,041 LHC Group LLC shares in Q1 2023, an estimated $2.92M.
  • Wilmington Savings Fund Society first reported a position in LHC Group LLC in Q2 2018 and held it in 19 quarters.
  • Wilmington Savings Fund Society's LHC Group LLC position peaked at $5.69M in Q1 2020.
  • 2 funds tracked by Wall St. Rank held LHC Group LLC as of Q1 2023.

Based on Wilmington Savings Fund Society's 13F filing for Q1 2023, filed 15 May 2023.