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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

Canvas Wealth Advisors's LH Position: Q4 2023 in Review

Canvas Wealth Advisors sold out of Labcorp (LH) in Q4 2023, closing a stake of 1,522 shares — an estimated $304K sold.

Canvas Wealth Advisors first reported a position in LH in Q1 2021 and held it in 11 quarters. The position peaked at $474K in Q4 2021. 957 funds tracked by Wall St. Rank hold LH as of Q4 2023.

Canvas Wealth Advisors reported no remaining Labcorp position as of Q4 2023 after selling out during the quarter.
Canvas Wealth Advisors sold 1,522 Labcorp shares in Q4 2023, an estimated $304K.
Canvas Wealth Advisors first reported a position in Labcorp in Q1 2021 and held it in 11 quarters.
Canvas Wealth Advisors's Labcorp position peaked at $474K in Q4 2021.
957 funds tracked by Wall St. Rank held Labcorp as of Q4 2023.

Based on Canvas Wealth Advisors's 13F filing for Q4 2023, filed 17 Jan 2024.