Confluence Wealth Services’s Labcorp LH Stock Holding History

Confluence Wealth Services’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 Q1	–	Sell	-508	Closed	-$136K	–	751
2021 Q4	$136K	Buy	+508	New	+$126K	0.04%	276

Other funds holding LH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Confluence Wealth Services's LH Position: Q1 2022 in Review

Confluence Wealth Services sold out of Labcorp (LH) in Q1 2022, closing a stake of 508 shares — an estimated $136K sold.

Confluence Wealth Services first reported a position in LH in Q4 2021 and held it in 1 quarter. The position peaked at $136K in Q4 2021. 1,033 funds tracked by Wall St. Rank hold LH as of Q1 2022.

Confluence Wealth Services reported no remaining Labcorp position as of Q1 2022 after selling out during the quarter.
Confluence Wealth Services sold 508 Labcorp shares in Q1 2022, an estimated $136K.
Confluence Wealth Services first reported a position in Labcorp in Q4 2021 and held it in 1 quarter.
Confluence Wealth Services's Labcorp position peaked at $136K in Q4 2021.
1,033 funds tracked by Wall St. Rank held Labcorp as of Q1 2022.

Based on Confluence Wealth Services's 13F filing for Q1 2022, filed 26 Apr 2022.