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 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

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

Diamond Hill Capital Management

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Geode Capital Management

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

JP Morgan Chase

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of New York Mellon

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

Allspring Global Investments

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Dimensional Fund Advisors

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