CIC Wealth’s Labcorp LH Stock Holding History

CIC Wealth’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	-980	Closed	-$203K	–	158
2023 Q2	$203K	Buy	+980	New	+$190K	0.07%	154

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 $3.37T AUM 44.26% 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

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

CIC Wealth's LH Position: Q3 2023 in Review

CIC Wealth sold out of Labcorp (LH) in Q3 2023, closing a stake of 980 shares — an estimated $203K sold.

CIC Wealth first reported a position in LH in Q2 2023 and held it in 1 quarter. The position peaked at $203K in Q2 2023. 882 funds tracked by Wall St. Rank hold LH as of Q3 2023.

CIC Wealth reported no remaining Labcorp position as of Q3 2023 after selling out during the quarter.
CIC Wealth sold 980 Labcorp shares in Q3 2023, an estimated $203K.
CIC Wealth first reported a position in Labcorp in Q2 2023 and held it in 1 quarter.
CIC Wealth's Labcorp position peaked at $203K in Q2 2023.
882 funds tracked by Wall St. Rank held Labcorp as of Q3 2023.

Based on CIC Wealth's 13F filing for Q3 2023, filed 10 Oct 2023.