Aris Wealth Services’s Labcorp LH Stock Holding History

Aris Wealth Services’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
2014 Q2	–	Sell	-4,531	Closed	-$382K	–	104
2014 Q1	$382K	Buy	4,531 +143	+3%	+$11.4K	0.56%	68
2013 Q4	$344K	Buy	4,388 +215	+5%	+$18.3K	0.58%	65
2013 Q3	$355K	Buy	4,173 +442	+12%	+$37.2K	0.65%	57
2013 Q2	$321K	Buy	+3,731	New	+$310K	0.69%	55

Other funds holding LH

DSA

Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

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

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

VAM

Veritas Asset Management London, United Kingdom $5.9B AUM 3.19% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

PIM

Perkins Investment Management Chicago, Illinois $8.09B AUM 25.47% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Aris Wealth Services's LH Position: Q2 2014 in Review

Aris Wealth Services sold out of Labcorp (LH) in Q2 2014, closing a stake of 4,531 shares — an estimated $382K sold.

Aris Wealth Services first reported a position in LH in Q2 2013 and held it in 4 quarters. The position peaked at $382K in Q1 2014. 523 funds tracked by Wall St. Rank hold LH as of Q2 2014.

Aris Wealth Services reported no remaining Labcorp position as of Q2 2014 after selling out during the quarter.
Aris Wealth Services sold 4,531 Labcorp shares in Q2 2014, an estimated $382K.
Aris Wealth Services first reported a position in Labcorp in Q2 2013 and held it in 4 quarters.
Aris Wealth Services's Labcorp position peaked at $382K in Q1 2014.
523 funds tracked by Wall St. Rank held Labcorp as of Q2 2014.

Based on Aris Wealth Services's 13F filing for Q2 2014, filed 14 Jul 2014.