Castle Wealth Management’s Labcorp LH Stock Holding History

Castle 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
2022 Q4	–	Sell	-268	Closed	-$47K	–	386
2022 Q3	$47K	Hold	268	–	–	0.03%	222
2022 Q2	$54K	Buy	+268	New	+$57.1K	0.03%	202

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

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

Castle Wealth Management's LH Position: Q4 2022 in Review

Castle Wealth Management sold out of Labcorp (LH) in Q4 2022, closing a stake of 268 shares — an estimated $47K sold.

Castle Wealth Management first reported a position in LH in Q2 2022 and held it in 2 quarters. The position peaked at $54K in Q2 2022. 970 funds tracked by Wall St. Rank hold LH as of Q4 2022.

Castle Wealth Management reported no remaining Labcorp position as of Q4 2022 after selling out during the quarter.
Castle Wealth Management sold 268 Labcorp shares in Q4 2022, an estimated $47K.
Castle Wealth Management first reported a position in Labcorp in Q2 2022 and held it in 2 quarters.
Castle Wealth Management's Labcorp position peaked at $54K in Q2 2022.
970 funds tracked by Wall St. Rank held Labcorp as of Q4 2022.

Based on Castle Wealth Management's 13F filing for Q4 2022, filed 9 Feb 2023.