AWM
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AllSquare Wealth Management’s Labcorp LH Stock Holding History

AllSquare Wealth Management’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
2018
Q4 		– Sell
-217
Closed -$32K – 470
2018
Q3 		$32K Buy
217
+28
+15% +$4.26K 0.02% 219
2018
Q2 		$29K Sell
189
-41
-18% -$6.19K 0.02% 238
2018
Q1 		$32K Buy
+230
New +$33.8K 0.03% 198
2017
Q1 		– Sell
-205
Closed -$23K – 388
2016
Q4 		$23K Buy
205
+25
+14% +$2.78K 0.02% 179
2016
Q3 		$21K Buy
+180
New +$21.2K 0.02% 169

Other funds holding LH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

AllSquare Wealth Management's LH Position: Q4 2018 in Review

AllSquare Wealth Management sold out of Labcorp (LH) in Q4 2018, closing a stake of 217 shares — an estimated $32K sold.

AllSquare Wealth Management first reported a position in LH in Q3 2016 and held it in 5 quarters. The position peaked at $32K in Q3 2018. 742 funds tracked by Wall St. Rank hold LH as of Q4 2018.

  • AllSquare Wealth Management reported no remaining Labcorp position as of Q4 2018 after selling out during the quarter.
  • AllSquare Wealth Management sold 217 Labcorp shares in Q4 2018, an estimated $32K.
  • AllSquare Wealth Management first reported a position in Labcorp in Q3 2016 and held it in 5 quarters.
  • AllSquare Wealth Management's Labcorp position peaked at $32K in Q3 2018.
  • 742 funds tracked by Wall St. Rank held Labcorp as of Q4 2018.

Based on AllSquare Wealth Management's 13F filing for Q4 2018, filed 13 Feb 2019.