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Cornerstone Wealth Management’s Labcorp LH Stock Holding History

Cornerstone 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
Q4 		– Sell
-1,283
Closed -$258K – 549
2023
Q3 		$258K Buy
+1,283
New +$271K 0.02% 449
2022
Q1 		– Sell
-1,186
Closed -$321K – 501
2021
Q4 		$321K Buy
+1,186
New +$294K 0.03% 372

Other funds holding LH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

Cornerstone Wealth Management's LH Position: Q4 2023 in Review

Cornerstone Wealth Management sold out of Labcorp (LH) in Q4 2023, closing a stake of 1,283 shares — an estimated $258K sold.

Cornerstone Wealth Management first reported a position in LH in Q4 2021 and held it in 2 quarters. The position peaked at $321K in Q4 2021. 957 funds tracked by Wall St. Rank hold LH as of Q4 2023.

  • Cornerstone Wealth Management reported no remaining Labcorp position as of Q4 2023 after selling out during the quarter.
  • Cornerstone Wealth Management sold 1,283 Labcorp shares in Q4 2023, an estimated $258K.
  • Cornerstone Wealth Management first reported a position in Labcorp in Q4 2021 and held it in 2 quarters.
  • Cornerstone Wealth Management's Labcorp position peaked at $321K in Q4 2021.
  • 957 funds tracked by Wall St. Rank held Labcorp as of Q4 2023.

Based on Cornerstone Wealth Management's 13F filing for Q4 2023, filed 10 Jan 2024.