Accretive Wealth Partners’s Labcorp LH Stock Holding History

Accretive Wealth Partners’s Portfolio LH Stock Details LH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-3,267	Closed	-$571K	–	97
2020 Q4	$571K	Buy	+3,267	New	+$564K	0.56%	81

Other funds holding LH

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

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

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

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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MCM

Melvin Capital Management New York $9.86B AUM 16.31% 1-Year Est. Return

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

Accretive Wealth Partners's LH Position: Q1 2021 in Review

Accretive Wealth Partners sold out of Labcorp (LH) in Q1 2021, closing a stake of 3,267 shares — an estimated $571K sold.

Accretive Wealth Partners first reported a position in LH in Q4 2020 and held it in 1 quarter. The position peaked at $571K in Q4 2020. 920 funds tracked by Wall St. Rank hold LH as of Q1 2021.

Accretive Wealth Partners reported no remaining Labcorp position as of Q1 2021 after selling out during the quarter.
Accretive Wealth Partners sold 3,267 Labcorp shares in Q1 2021, an estimated $571K.
Accretive Wealth Partners first reported a position in Labcorp in Q4 2020 and held it in 1 quarter.
Accretive Wealth Partners's Labcorp position peaked at $571K in Q4 2020.
920 funds tracked by Wall St. Rank held Labcorp as of Q1 2021.

Based on Accretive Wealth Partners's 13F filing for Q1 2021, filed 17 May 2021.