CWA
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Canvas Wealth Advisors’s Labcorp LH Stock Holding History

Canvas 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
2023
Q4 		– Sell
-1,522
Closed -$304K – 131
2023
Q3 		$304K Sell
1,522
-250
-14% -$52.7K 0.13% 92
2023
Q2 		$333K Buy
1,772
+9
+0.5% +$1.75K 0.12% 92
2023
Q1 		$340K Sell
1,763
-6
-0.3% -$1.24K 0.14% 97
2022
Q4 		$382K Buy
1,769
+10
+0.6% +$1.95K 0.16% 96
2022
Q3 		$347K Buy
1,759
+7
+0.4% +$1.43K 0.15% 88
2022
Q2 		$353K Buy
1,752
+6
+0.3% +$1.28K 0.14% 90
2022
Q1 		$368K Sell
1,746
-12
-0.7% -$2.82K 0.13% 107
2021
Q4 		$474K Hold
1,758
– – 0.17% 92
2021
Q3 		$425K Buy
1,758
+6
+0.3% +$1.51K 0.17% 84
2021
Q2 		$415K Buy
1,752
+6
+0.3% +$1.37K 0.19% 84
2021
Q1 		$383K Buy
+1,746
New +$350K 0.22% 75

Other funds holding LH

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.7B AUM 22.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return