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Capital Planning Advisors’s Labcorp LH Stock Holding History

Capital Planning 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
2024
Q1 		– Sell
-1,048
Closed -$238K – 144
2023
Q4 		$238K Buy
1,048
+3
+0.3% +$630 0.05% 122
2023
Q3 		$210K Sell
1,045
-171
-14% -$36.1K 0.04% 119
2023
Q2 		$252K Buy
+1,216
New +$236K 0.05% 117

Other funds holding LH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Capital Planning Advisors's LH Position: Q1 2024 in Review

Capital Planning Advisors sold out of Labcorp (LH) in Q1 2024, closing a stake of 1,048 shares — an estimated $238K sold.

Capital Planning Advisors first reported a position in LH in Q2 2023 and held it in 3 quarters. The position peaked at $252K in Q2 2023. 927 funds tracked by Wall St. Rank hold LH as of Q1 2024.

  • Capital Planning Advisors reported no remaining Labcorp position as of Q1 2024 after selling out during the quarter.
  • Capital Planning Advisors sold 1,048 Labcorp shares in Q1 2024, an estimated $238K.
  • Capital Planning Advisors first reported a position in Labcorp in Q2 2023 and held it in 3 quarters.
  • Capital Planning Advisors's Labcorp position peaked at $252K in Q2 2023.
  • 927 funds tracked by Wall St. Rank held Labcorp as of Q1 2024.

Based on Capital Planning Advisors's 13F filing for Q1 2024, filed 15 May 2024.