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Crestmont Private Wealth’s Labcorp LH Stock Holding History

Crestmont Private 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
2024
Q4 		– Sell
-916
Closed -$205K – 102
2024
Q3 		$205K Buy
+916
New +$201K 0.09% 111
2024
Q2 		– Sell
-2,050
Closed -$448K – 88
2024
Q1 		$448K Buy
2,050
+554
+37% +$122K 0.22% 29
2023
Q4 		$340K Sell
1,496
-14
-0.9% -$2.94K 0.17% 31
2023
Q3 		$304K Sell
1,510
-713
-32% -$150K 0.19% 31
2023
Q2 		$461K Buy
2,223
+215
+11% +$41.7K 0.27% 20
2023
Q1 		$396K Buy
2,008
+289
+17% +$59.5K 0.26% 19
2022
Q4 		$348K Buy
+1,719
New +$336K 0.24% 20

Other funds holding LH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Crestmont Private Wealth's LH Position: Q4 2024 in Review

Crestmont Private Wealth sold out of Labcorp (LH) in Q4 2024, closing a stake of 916 shares — an estimated $205K sold.

Crestmont Private Wealth first reported a position in LH in Q4 2022 and held it in 7 quarters. The position peaked at $461K in Q2 2023. 926 funds tracked by Wall St. Rank hold LH as of Q4 2024.

  • Crestmont Private Wealth reported no remaining Labcorp position as of Q4 2024 after selling out during the quarter.
  • Crestmont Private Wealth sold 916 Labcorp shares in Q4 2024, an estimated $205K.
  • Crestmont Private Wealth first reported a position in Labcorp in Q4 2022 and held it in 7 quarters.
  • Crestmont Private Wealth's Labcorp position peaked at $461K in Q2 2023.
  • 926 funds tracked by Wall St. Rank held Labcorp as of Q4 2024.

Based on Crestmont Private Wealth's 13F filing for Q4 2024, filed 14 Jan 2025.