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Cassady Schiller Wealth Management’s Labcorp LH Stock Holding History

Cassady Schiller 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
2024
Q4 		$1.83K Buy
+8
New +$1.83K ﹤0.01% 600
2022
Q1 		– Sell
-3
Closed -$1K – 372
2021
Q4 		$1K Buy
+3
New +$743 ﹤0.01% 472

Other funds holding LH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Cassady Schiller Wealth Management's LH Position: Q4 2024 in Review

Cassady Schiller Wealth Management opened a new position in Labcorp (LH) in Q4 2024: 8 shares worth $1.83K. The stake represents ﹤0.01% of the portfolio and ranks #600 among its holdings. This is a return to the name: Cassady Schiller Wealth Management previously reported a position in LH as recently as Q4 2021.

Cassady Schiller Wealth Management first reported a position in LH in Q4 2021 and has held it in 2 quarters since. 923 funds tracked by Wall St. Rank hold LH as of Q4 2024.

  • Cassady Schiller Wealth Management held 8 shares of Labcorp worth $1.83K as of Q4 2024.
  • Labcorp was a new Cassady Schiller Wealth Management position in Q4 2024.
  • Labcorp made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #600 holding.
  • Cassady Schiller Wealth Management first reported a position in Labcorp in Q4 2021 and has held it in 2 quarters since.
  • 923 funds tracked by Wall St. Rank held Labcorp as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.