CarsonAllaria Wealth Management’s Labcorp LH Stock Holding History

CarsonAllaria Wealth Management’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 Q3	–	Sell	-116	Closed	-$24.1K	–	389
2023 Q2	$24.1K	Hold	116	–	–	0.02%	152
2023 Q1	$22.9K	Hold	116	–	–	0.02%	158
2022 Q4	$24K	Hold	116	–	–	0.02%	144
2022 Q3	$20K	Hold	116	–	–	0.02%	146
2022 Q2	$23K	Hold	116	–	–	0.02%	139
2022 Q1	$26K	Hold	116	–	–	0.02%	146
2021 Q4	$31K	Buy	+116	New	+$28.7K	0.03%	146

Other funds holding LH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

CarsonAllaria Wealth Management's LH Position: Q3 2023 in Review

CarsonAllaria Wealth Management sold out of Labcorp (LH) in Q3 2023, closing a stake of 116 shares — an estimated $24.1K sold.

CarsonAllaria Wealth Management first reported a position in LH in Q4 2021 and held it in 7 quarters. The position peaked at $31K in Q4 2021. 881 funds tracked by Wall St. Rank hold LH as of Q3 2023.

CarsonAllaria Wealth Management reported no remaining Labcorp position as of Q3 2023 after selling out during the quarter.
CarsonAllaria Wealth Management sold 116 Labcorp shares in Q3 2023, an estimated $24.1K.
CarsonAllaria Wealth Management first reported a position in Labcorp in Q4 2021 and held it in 7 quarters.
CarsonAllaria Wealth Management's Labcorp position peaked at $31K in Q4 2021.
881 funds tracked by Wall St. Rank held Labcorp as of Q3 2023.

Based on CarsonAllaria Wealth Management's 13F filing for Q3 2023, filed 9 Nov 2023.