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Baker Tilly Wealth Management’s Labcorp LH Stock Holding History

Baker Tilly 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
2024
Q2 		– Sell
-2,883
Closed -$630K – 356
2024
Q1 		$630K Sell
2,883
-44
-2% -$9.69K 0.11% 201
2023
Q4 		$665K Sell
2,927
-4
-0.1% -$840 0.11% 211
2023
Q3 		$589K Buy
2,931
+279
+11% +$58.8K 0.1% 216
2023
Q2 		$550K Sell
2,652
-701
-21% -$136K 0.06% 312
2023
Q1 		$661K Sell
3,353
-468
-12% -$96.3K 0.07% 274
2022
Q4 		$773K Sell
3,821
-182
-5% -$35.6K 0.1% 236
2022
Q3 		$704K Hold
4,003
– – 0.1% 225
2022
Q2 		$806K Buy
4,003
+853
+27% +$182K 0.11% 211
2022
Q1 		$713K Buy
3,150
+35
+1% +$8.23K 0.08% 255
2021
Q4 		$841K Sell
3,115
-94
-3% -$23.3K 0.09% 243
2021
Q3 		$776K Buy
3,209
+1,995
+164% +$503K 0.1% 211
2021
Q2 		$288K Buy
1,214
+102
+9% +$23.2K 0.05% 407
2021
Q1 		$244K Sell
1,112
-360
-24% -$72.2K 0.05% 411
2020
Q4 		$257K Buy
+1,472
New +$254K 0.08% 274

Other funds holding LH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Baker Tilly Wealth Management's LH Position: Q2 2024 in Review

Baker Tilly Wealth Management sold out of Labcorp (LH) in Q2 2024, closing a stake of 2,883 shares — an estimated $630K sold.

Baker Tilly Wealth Management first reported a position in LH in Q4 2020 and held it in 14 quarters. The position peaked at $841K in Q4 2021. 854 funds tracked by Wall St. Rank hold LH as of Q2 2024.

  • Baker Tilly Wealth Management reported no remaining Labcorp position as of Q2 2024 after selling out during the quarter.
  • Baker Tilly Wealth Management sold 2,883 Labcorp shares in Q2 2024, an estimated $630K.
  • Baker Tilly Wealth Management first reported a position in Labcorp in Q4 2020 and held it in 14 quarters.
  • Baker Tilly Wealth Management's Labcorp position peaked at $841K in Q4 2021.
  • 854 funds tracked by Wall St. Rank held Labcorp as of Q2 2024.

Based on Baker Tilly Wealth Management's 13F filing for Q2 2024, filed 18 Jul 2024.