WAM
LHCG

World Asset Management’s LHC Group LLC LHCG Stock Holding History

World Asset 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
2021
Q3 		– Sell
-1,092
Closed -$219K – 878
2021
Q2 		$219K Sell
1,092
-44
-4% -$8.82K 0.02% 824
2021
Q1 		$237K Sell
1,136
-77
-6% -$15.4K 0.02% 794
2020
Q4 		$259K Sell
1,213
-31
-2% -$6.6K 0.02% 711
2020
Q3 		$264K Buy
1,244
+32
+3% +$6.32K 0.03% 623
2020
Q2 		$211K Buy
+1,212
New +$178K 0.02% 689

Other funds holding LHCG

BlackRock
BlackRock New York $5.72T 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 $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BCIM
British Columbia Investment Management Victoria, British Columbia, Canada $17B AUM 31.69% 1-Year Est. Return
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 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

World Asset Management's LHCG Position: Q3 2021 in Review

World Asset Management sold out of LHC Group LLC (LHCG) in Q3 2021, closing a stake of 1,092 shares — an estimated $219K sold.

World Asset Management first reported a position in LHCG in Q2 2020 and held it in 5 quarters. The position peaked at $264K in Q3 2020. 331 funds tracked by Wall St. Rank hold LHCG as of Q3 2021.

  • World Asset Management reported no remaining LHC Group LLC position as of Q3 2021 after selling out during the quarter.
  • World Asset Management sold 1,092 LHC Group LLC shares in Q3 2021, an estimated $219K.
  • World Asset Management first reported a position in LHC Group LLC in Q2 2020 and held it in 5 quarters.
  • World Asset Management's LHC Group LLC position peaked at $264K in Q3 2020.
  • 331 funds tracked by Wall St. Rank held LHC Group LLC as of Q3 2021.

Based on World Asset Management's 13F filing for Q3 2021, filed 10 Nov 2021.