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Berman Capital Advisors’s Labcorp LH Stock Holding History

Berman Capital 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
2021
Q3 		$123K Buy
511
+119
+30% +$30K 0.02% 383
2021
Q2 		$92K Buy
392
+117
+43% +$26.7K 0.01% 409
2021
Q1 		$59K Buy
275
+119
+76% +$23.9K 0.01% 426
2020
Q4 		$27K Buy
156
+17
+12% +$2.94K 0.01% 588
2020
Q3 		$21K Buy
139
+3
+2% +$475 0.01% 569
2020
Q2 		$19K Sell
136
-71
-34% -$9.82K 0.01% 558
2020
Q1 		$21K Sell
207
-27
-12% -$3.89K 0.01% 480
2019
Q4 		$34K Hold
234
– – 0.01% 404
2019
Q3 		$33K Hold
234
– – 0.01% 384
2019
Q2 		$34K Buy
234
+62
+36% +$8.65K 0.01% 382
2019
Q1 		$22K Buy
172
+130
+310% +$16K 0.01% 431
2018
Q4 		$4K Buy
+42
New +$5.63K ﹤0.01% 745

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
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
MCM
Melvin Capital Management New York $9.86B AUM 16.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Berman Capital Advisors's LH Position: Q3 2021 in Review

Berman Capital Advisors increased its Labcorp (LH) stake by 30% in Q3 2021, buying an estimated $30K and bringing the position to 511 shares worth $123K. The position accounts for 0.02% of the portfolio, ranked #383.

Berman Capital Advisors first reported a position in LH in Q4 2018 and has held it in 12 quarters since. 993 funds tracked by Wall St. Rank hold LH as of Q3 2021.

  • Berman Capital Advisors held 511 shares of Labcorp worth $123K as of Q3 2021.
  • Berman Capital Advisors bought 119 Labcorp shares in Q3 2021, an estimated $30K.
  • Labcorp made up 0.02% of Berman Capital Advisors's portfolio in Q3 2021, its #383 holding.
  • Berman Capital Advisors first reported a position in Labcorp in Q4 2018 and has held it in 12 quarters since.
  • 993 funds tracked by Wall St. Rank held Labcorp as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.