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Beacon Financial Group’s Labcorp LH Stock Holding History

Beacon Financial Group’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
Q3 		– Sell
-1,626
Closed -$251K – 187
2018
Q2 		$251K Sell
1,626
-105
-6% -$15.8K 0.04% 187
2018
Q1 		$241K Buy
+1,731
New +$254K 0.04% 199
2017
Q3 		– Sell
-1,996
Closed -$261K – 186
2017
Q2 		$261K Sell
1,996
-264
-12% -$32.3K 0.05% 179
2017
Q1 		$279K Sell
2,260
-144
-6% -$17.1K 0.05% 167
2016
Q4 		$265K Sell
2,404
-2,420
-50% -$269K 0.05% 172
2016
Q3 		$561K Sell
4,824
-398
-8% -$46.9K 0.12% 116
2016
Q2 		$580K Sell
5,222
-116
-2% -$12.5K 0.13% 107
2016
Q1 		$540K Sell
5,338
-42
-0.8% -$4.03K 0.12% 109
2015
Q4 		$574K Buy
5,380
+192
+4% +$19.8K 0.13% 102
2015
Q3 		$476K Buy
+5,188
New +$537K 0.12% 110

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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Beacon Financial Group's LH Position: Q3 2018 in Review

Beacon Financial Group sold out of Labcorp (LH) in Q3 2018, closing a stake of 1,626 shares — an estimated $251K sold.

Beacon Financial Group first reported a position in LH in Q3 2015 and held it in 10 quarters. The position peaked at $580K in Q2 2016. 793 funds tracked by Wall St. Rank hold LH as of Q3 2018.

  • Beacon Financial Group reported no remaining Labcorp position as of Q3 2018 after selling out during the quarter.
  • Beacon Financial Group sold 1,626 Labcorp shares in Q3 2018, an estimated $251K.
  • Beacon Financial Group first reported a position in Labcorp in Q3 2015 and held it in 10 quarters.
  • Beacon Financial Group's Labcorp position peaked at $580K in Q2 2016.
  • 793 funds tracked by Wall St. Rank held Labcorp as of Q3 2018.

Based on Beacon Financial Group's 13F filing for Q3 2018, filed 10 Oct 2018.