BFA
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Beaumont Financial Advisors’s Labcorp LH Stock Holding History

Beaumont Financial Advisors’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
2025
Q4 		– Sell
-798
Closed -$229K – 394
2025
Q3 		$229K Sell
798
-1
-0.1% -$268 0.02% 367
2025
Q2 		$210K Buy
+799
New +$195K 0.02% 364
2022
Q2 		– Sell
-893
Closed -$202K – 341
2022
Q1 		$202K Buy
893
+6
+0.7% +$1.41K 0.02% 345
2021
Q4 		$239K Hold
887
– – 0.02% 320
2021
Q3 		$214K Hold
887
– – 0.02% 338
2021
Q2 		$210K Buy
+887
New +$202K 0.02% 355

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State Street
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Allspring Global Investments
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $18.8B AUM 17.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return