Burt Wealth Advisors’s Labcorp LH Stock Holding History

Burt Wealth 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 Q1	–	Sell	-190	Closed	-$33K	–	239
2020 Q4	$33K	Buy	+190	New	+$32.8K	0.01%	214
2016 Q4	–	Sell	-58	Closed	-$6K	–	417
2016 Q3	$6K	Sell	58 -58	-50%	-$6.83K	0.01%	300
2016 Q2	$13K	Hold	116	–	–	0.01%	251
2016 Q1	$12K	Hold	116	–	–	0.01%	306
2015 Q4	$12K	Hold	116	–	–	0.01%	257
2015 Q3	$10K	Hold	116	–	–	0.01%	250
2015 Q2	$12K	Buy	+116	New	+$12.1K	0.01%	249

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MCM

Melvin Capital Management New York $9.86B AUM 16.31% 1-Year Est. Return

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

Burt Wealth Advisors's LH Position: Q1 2021 in Review

Burt Wealth Advisors sold out of Labcorp (LH) in Q1 2021, closing a stake of 190 shares — an estimated $33K sold.

Burt Wealth Advisors first reported a position in LH in Q2 2015 and held it in 7 quarters. The position peaked at $33K in Q4 2020. 920 funds tracked by Wall St. Rank hold LH as of Q1 2021.

Burt Wealth Advisors reported no remaining Labcorp position as of Q1 2021 after selling out during the quarter.
Burt Wealth Advisors sold 190 Labcorp shares in Q1 2021, an estimated $33K.
Burt Wealth Advisors first reported a position in Labcorp in Q2 2015 and held it in 7 quarters.
Burt Wealth Advisors's Labcorp position peaked at $33K in Q4 2020.
920 funds tracked by Wall St. Rank held Labcorp as of Q1 2021.

Based on Burt Wealth Advisors's 13F filing for Q1 2021, filed 15 Apr 2021.