BRWM
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B. Riley Wealth Management’s Labcorp LH Stock Holding History

B. Riley 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
2022
Q2 		$373 Sell
1,851
-233
-11% -$49.7K ﹤0.01% 478
2022
Q1 		$472K Sell
2,084
-5
-0.2% -$1.18K 0.04% 338
2021
Q4 		$564K Buy
2,089
+232
+12% +$57.4K 0.04% 318
2021
Q3 		$449K Buy
1,857
+14
+0.8% +$3.53K 0.03% 364
2021
Q2 		$437K Sell
1,843
-31
-2% -$7.06K 0.05% 257
2021
Q1 		$411K Sell
1,874
-58
-3% -$11.6K 0.05% 248
2020
Q4 		$338K Sell
1,932
-204
-10% -$35.2K 0.04% 255
2020
Q3 		$345K Buy
2,136
+192
+10% +$30.4K 0.04% 282
2020
Q2 		$278K Buy
+1,944
New +$269K 0.03% 316
2015
Q1 		– Sell
-84
Closed -$7K – 1069
2014
Q4 		$7K Hold
84
– – 0.01% 803
2014
Q3 		$7K Hold
84
– – 0.01% 855
2014
Q2 		$7K Hold
84
– – ﹤0.01% 895
2014
Q1 		$7K Buy
+84
New +$6.7K 0.01% 836

Other funds holding LH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

B. Riley Wealth Management's LH Position: Q2 2022 in Review

B. Riley Wealth Management reduced its Labcorp (LH) stake by 11% in Q2 2022, selling an estimated $49.7K and leaving 1,851 shares worth $373. The position accounts for ﹤0.01% of the portfolio, ranked #478.

B. Riley Wealth Management first reported a position in LH in Q1 2014 and has held it in 13 quarters since. The position peaked at $564K in Q4 2021. 966 funds tracked by Wall St. Rank hold LH as of Q2 2022.

  • B. Riley Wealth Management held 1,851 shares of Labcorp worth $373 as of Q2 2022.
  • B. Riley Wealth Management sold 233 Labcorp shares in Q2 2022, an estimated $49.7K.
  • Labcorp made up ﹤0.01% of B. Riley Wealth Management's portfolio in Q2 2022, its #478 holding.
  • B. Riley Wealth Management first reported a position in Labcorp in Q1 2014 and has held it in 13 quarters since.
  • B. Riley Wealth Management's Labcorp position peaked at $564K in Q4 2021.
  • 966 funds tracked by Wall St. Rank held Labcorp as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.