Crewe Advisors’s Labcorp LH Stock Holding History

Crewe Advisors’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
2025 Q2	–	Sell	-20	Closed	-$4.66K	–	806
2025 Q1	$4.66K	Buy	+20	New	+$4.85K	﹤0.01%	489
2024 Q4	–	Sell	-44	Closed	-$9.83K	–	740
2024 Q3	$9.83K	Hold	44	–	–	﹤0.01%	496
2024 Q2	$8.96K	Hold	44	–	–	﹤0.01%	714
2024 Q1	$9.61K	Buy	+44	New	+$9.69K	﹤0.01%	623
2023 Q1	–	Sell	-3	Closed	-$706	–	947
2022 Q4	$706	Sell	3 -10	-77%	-$1.95K	﹤0.01%	951
2022 Q3	$2K	Buy	+13	New	+$2.66K	﹤0.01%	1053
2021 Q3	–	Sell	-35	Closed	-$8K	–	434
2021 Q2	$8K	Sell	35 -29	-45%	-$6.61K	﹤0.01%	297
2021 Q1	$14K	Hold	64	–	–	﹤0.01%	243
2020 Q4	$11K	Hold	64	–	–	﹤0.01%	250
2020 Q3	$10K	Buy	+64	New	+$10.1K	﹤0.01%	248

Other funds holding LH

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Victory Capital Management

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Select Equity Group

Select Equity Group New York $18.8B AUM 17.33% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Allspring Global Investments

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Diamond Hill Capital Management

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Nordea Investment Management

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Wellington Management Group

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